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PDS Planning’s Lufax Holding LU Stock Holding History

PDS Planning’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
-18,429
Closed -$64.3K – 460
2024
Q3 		$64.3K Hold
18,429
– – 0.01% 435
2024
Q2 		$43.7K Hold
18,429
– – ﹤0.01% 393
2024
Q1 		$77.8K Buy
+18,429
New +$51.6K 0.01% 386
2023
Q2 		– Sell
-3,334
Closed -$27.2K – 344
2023
Q1 		$27.2K Buy
+3,334
New +$32K ﹤0.01% 302

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

PDS Planning's LU Position: Q4 2024 in Review

PDS Planning sold out of Lufax Holding (LU) in Q4 2024, closing a stake of 18,429 shares — an estimated $64.3K sold.

PDS Planning first reported a position in LU in Q1 2023 and held it in 4 quarters. The position peaked at $77.8K in Q1 2024. 103 funds tracked by Wall St. Rank hold LU as of Q4 2024.

  • PDS Planning reported no remaining Lufax Holding position as of Q4 2024 after selling out during the quarter.
  • PDS Planning sold 18,429 Lufax Holding shares in Q4 2024, an estimated $64.3K.
  • PDS Planning first reported a position in Lufax Holding in Q1 2023 and held it in 4 quarters.
  • PDS Planning's Lufax Holding position peaked at $77.8K in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2024.

Based on PDS Planning's 13F filing for Q4 2024, filed 10 Feb 2025.