Marshall Wace
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Marshall Wace’s Lufax Holding LU Stock Holding History

Marshall Wace’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
-985,283
Closed -$4M – 3247
2025
Q3 		$4M Buy
985,283
+927,879
+1,616% +$2.77M ﹤0.01% 1279
2025
Q2 		$160K Buy
+57,404
New +$162K ﹤0.01% 2492
2025
Q1 		– Sell
-2,297,647
Closed -$5.49M – 2894
2024
Q4 		$5.49M Buy
+2,297,647
New +$6.34M 0.01% 1012
2024
Q2 		– Sell
-235,569
Closed -$994K – 2772
2024
Q1 		$994K Sell
235,569
-1,142,400
-83% -$3.2M ﹤0.01% 1654
2023
Q4 		$4.23M Sell
1,377,969
-1,194,874
-46% -$4.45M 0.01% 965
2023
Q3 		$10.9M Sell
2,572,843
-940,841
-27% -$5.21M 0.02% 625
2023
Q2 		$20.1M Buy
3,513,684
+1,426,263
+68% +$9.43M 0.04% 477
2023
Q1 		$17M Sell
2,087,421
-1,645,081
-44% -$15.8M 0.04% 521
2022
Q4 		$29M Buy
3,732,502
+584,129
+19% +$4.45M 0.07% 338
2022
Q3 		$32M Buy
3,148,373
+3,131,198
+18,231% +$53.5M 0.07% 317
2022
Q2 		$412K Sell
17,175
-107,566
-86% -$2.5M ﹤0.01% 2884
2022
Q1 		$2.78M Buy
124,741
+54,914
+79% +$1.21M 0.01% 1840
2021
Q4 		$1.57M Sell
69,827
-117,220
-63% -$3.07M ﹤0.01% 2196
2021
Q3 		$5.22M Buy
187,047
+184,073
+6,189% +$6.11M 0.02% 913
2021
Q2 		$134K Buy
+2,974
New +$150K ﹤0.01% 2508

Other funds holding LU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Marshall Wace's LU Position: Q4 2025 in Review

Marshall Wace sold out of Lufax Holding (LU) in Q4 2025, closing a stake of 985,283 shares — an estimated $4M sold.

Marshall Wace first reported a position in LU in Q2 2021 and held it in 15 quarters. The position peaked at $32M in Q3 2022. 83 funds tracked by Wall St. Rank hold LU as of Q4 2025.

  • Marshall Wace reported no remaining Lufax Holding position as of Q4 2025 after selling out during the quarter.
  • Marshall Wace sold 985,283 Lufax Holding shares in Q4 2025, an estimated $4M.
  • Marshall Wace first reported a position in Lufax Holding in Q2 2021 and held it in 15 quarters.
  • Marshall Wace's Lufax Holding position peaked at $32M in Q3 2022.
  • 83 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.