Lighthouse Investment Partners’s Lufax Holding LU Stock Holding History

Lighthouse Investment Partners’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	-230,000	Closed	-$934K	–	979
2025 Q3	$934K	Buy	+230,000	New	+$687K	0.03%	452
2023 Q3	–	Sell	-20,425	Closed	-$117K	–	379
2023 Q2	$117K	Buy	+20,425	New	+$135K	0.01%	271

Other funds holding LU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

AIM

Alpine Investment Management Hong Kong $401M AUM 17.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lighthouse Investment Partners's LU Position: Q4 2025 in Review

Lighthouse Investment Partners sold out of Lufax Holding (LU) in Q4 2025, closing a stake of 230,000 shares — an estimated $934K sold.

Lighthouse Investment Partners first reported a position in LU in Q2 2023 and held it in 2 quarters. The position peaked at $934K in Q3 2025. 83 funds tracked by Wall St. Rank hold LU as of Q4 2025.

Lighthouse Investment Partners reported no remaining Lufax Holding position as of Q4 2025 after selling out during the quarter.
Lighthouse Investment Partners sold 230,000 Lufax Holding shares in Q4 2025, an estimated $934K.
Lighthouse Investment Partners first reported a position in Lufax Holding in Q2 2023 and held it in 2 quarters.
Lighthouse Investment Partners's Lufax Holding position peaked at $934K in Q3 2025.
83 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2025.

Based on Lighthouse Investment Partners's 13F filing for Q4 2025, filed 17 Feb 2026.