Jim Simons
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Jim Simons’s Lufax Holding LU Stock Holding History

Jim Simons’s Portfolio LU Stock Details LU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,347,319
Closed -$5.47M – 3538
2025
Q3 		$5.47M Sell
1,347,319
-318,700
-19% -$951K 0.01% 1436
2025
Q2 		$4.65M Sell
1,666,019
-319,500
-16% -$902K 0.01% 1568
2025
Q1 		$5.9M Sell
1,985,519
-137,300
-6% -$381K 0.01% 1330
2024
Q4 		$5.07M Sell
2,122,819
-43,500
-2% -$120K 0.01% 1442
2024
Q3 		$7.56M Sell
2,166,319
-521,900
-19% -$1.37M 0.01% 1190
2024
Q2 		$6.37M Buy
2,688,219
+152,025
+6% +$580K 0.01% 1161
2024
Q1 		$10.7M Buy
2,536,194
+90,200
+4% +$253K 0.02% 955
2023
Q4 		$7.51M Buy
2,445,994
+85,369
+4% +$318K 0.01% 1084
2023
Q3 		$10M Sell
2,360,625
-25,825
-1% -$143K 0.02% 919
2023
Q2 		$13.7M Buy
2,386,450
+524,375
+28% +$3.47M 0.02% 867
2023
Q1 		$15.2M Sell
1,862,075
-1,692,613
-48% -$16.2M 0.02% 867
2022
Q4 		$27.6M Buy
3,554,688
+2,374,444
+201% +$18.1M 0.04% 568
2022
Q3 		$12M Buy
1,180,244
+320,519
+37% +$5.47M 0.02% 934
2022
Q2 		$20.6M Buy
859,725
+364,600
+74% +$8.47M 0.02% 717
2022
Q1 		$11M Sell
495,125
-433,691
-47% -$9.55M 0.01% 1071
2021
Q4 		$20.9M Buy
928,816
+381,913
+70% +$10M 0.03% 683
2021
Q3 		$15.3M Buy
546,903
+273,203
+100% +$9.06M 0.02% 807
2021
Q2 		$12.4M Buy
+273,700
New +$13.8M 0.02% 1027

Other funds holding LU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
AIM
Alpine Investment Management Hong Kong $401M AUM 17.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jim Simons's LU Position: Q4 2025 in Review

Jim Simons sold out of Lufax Holding (LU) in Q4 2025, closing a stake of 1,347,319 shares — an estimated $5.47M sold.

Jim Simons first reported a position in LU in Q2 2021 and held it in 18 quarters. The position peaked at $27.6M in Q4 2022. 83 funds tracked by Wall St. Rank hold LU as of Q4 2025.

  • Jim Simons reported no remaining Lufax Holding position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 1,347,319 Lufax Holding shares in Q4 2025, an estimated $5.47M.
  • Jim Simons first reported a position in Lufax Holding in Q2 2021 and held it in 18 quarters.
  • Jim Simons's Lufax Holding position peaked at $27.6M in Q4 2022.
  • 83 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.