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Jupiter Asset Management’s Lufax Holding LU Stock Holding History

Jupiter Asset Management’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
2024
Q3 		– Sell
-290,500
Closed -$688K – 459
2024
Q2 		$688K Buy
290,500
+56,400
+24% +$215K 0.01% 350
2024
Q1 		$988K Buy
+234,100
New +$656K 0.01% 367
2021
Q4 		– Sell
-9,125
Closed -$255K – 609
2021
Q3 		$255K Sell
9,125
-3,150
-26% -$105K ﹤0.01% 524
2021
Q2 		$555K Sell
12,275
-128,950
-91% -$6.5M 0.01% 482
2021
Q1 		$8.2M Buy
+141,225
New +$8.68M 0.08% 240

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Jupiter Asset Management's LU Position: Q3 2024 in Review

Jupiter Asset Management sold out of Lufax Holding (LU) in Q3 2024, closing a stake of 290,500 shares — an estimated $688K sold.

Jupiter Asset Management first reported a position in LU in Q1 2021 and held it in 5 quarters. The position peaked at $8.2M in Q1 2021. 116 funds tracked by Wall St. Rank hold LU as of Q3 2024.

  • Jupiter Asset Management reported no remaining Lufax Holding position as of Q3 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 290,500 Lufax Holding shares in Q3 2024, an estimated $688K.
  • Jupiter Asset Management first reported a position in Lufax Holding in Q1 2021 and held it in 5 quarters.
  • Jupiter Asset Management's Lufax Holding position peaked at $8.2M in Q1 2021.
  • 116 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2024.

Based on Jupiter Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.