Neuberger Berman Group
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Neuberger Berman Group’s Lufax Holding LU Stock Holding History

Neuberger Berman Group’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
2026
Q1 		$196K Hold
104,956
– – ﹤0.01% 2011
2025
Q4 		$269K Hold
104,956
– – ﹤0.01% 1852
2025
Q3 		$426K Sell
104,956
-31,987
-23% -$95.5K ﹤0.01% 1648
2025
Q2 		$382K Buy
136,943
+31,987
+30% +$90.3K ﹤0.01% 1666
2025
Q1 		$312K Hold
104,956
– – ﹤0.01% 1687
2024
Q4 		$251K Sell
104,956
-299
-0.3% -$825 ﹤0.01% 1720
2024
Q3 		$367K Sell
105,255
-205
-0.2% -$536 ﹤0.01% 1608
2024
Q2 		$250K Buy
105,460
+725
+0.7% +$2.77K ﹤0.01% 1701
2024
Q1 		$442K Buy
+104,735
New +$293K ﹤0.01% 1541
2022
Q3 		– Sell
-82,246
Closed -$1.99M – 1880
2022
Q2 		$1.99M Sell
82,246
-11,938
-13% -$277K ﹤0.01% 1112
2022
Q1 		$2.13M Buy
94,184
+16,062
+21% +$354K ﹤0.01% 1162
2021
Q4 		$1.74M Buy
78,122
+7,833
+11% +$205K ﹤0.01% 1231
2021
Q3 		$1.95M Buy
70,289
+46,501
+195% +$1.54M ﹤0.01% 1173
2021
Q2 		$1.07M Buy
+23,788
New +$1.2M ﹤0.01% 1314

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VCM
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Charles Schwab
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Fidelity Investments
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VFT
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State Street
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