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Old Mission Capital’s Lufax Holding LU Stock Holding History

Old Mission Capital’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
Q4 		– Sell
-113,592
Closed -$396K – 1088
2024
Q3 		$396K Buy
+113,592
New +$297K 0.01% 845
2024
Q1 		– Sell
-195,483
Closed -$600K – 1508
2023
Q4 		$600K Buy
+195,483
New +$728K 0.01% 703
2023
Q3 		– Sell
-19,183
Closed -$110K – 1466
2023
Q2 		$110K Sell
19,183
-61,216
-76% -$405K ﹤0.01% 1071
2023
Q1 		$656K Buy
80,399
+20,019
+33% +$192K 0.01% 653
2022
Q4 		$469K Buy
+60,380
New +$460K 0.01% 753
2022
Q3 		– Sell
-125,731
Closed -$3.02M – 1195
2022
Q2 		$3.02M Buy
+125,731
New +$2.92M 0.08% 223

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Old Mission Capital's LU Position: Q4 2024 in Review

Old Mission Capital sold out of Lufax Holding (LU) in Q4 2024, closing a stake of 113,592 shares — an estimated $396K sold.

Old Mission Capital first reported a position in LU in Q2 2022 and held it in 6 quarters. The position peaked at $3.02M in Q2 2022. 103 funds tracked by Wall St. Rank hold LU as of Q4 2024.

  • Old Mission Capital reported no remaining Lufax Holding position as of Q4 2024 after selling out during the quarter.
  • Old Mission Capital sold 113,592 Lufax Holding shares in Q4 2024, an estimated $396K.
  • Old Mission Capital first reported a position in Lufax Holding in Q2 2022 and held it in 6 quarters.
  • Old Mission Capital's Lufax Holding position peaked at $3.02M in Q2 2022.
  • 103 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.