Profund Advisors’s Lufax Holding LU Stock Holding History

Profund Advisors’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	–	Sell	-25,448	Closed	-$65.1K	–	1211
2025 Q4	$65.1K	Sell	25,448 -6,266	-20%	-$18.5K	﹤0.01%	1242
2025 Q3	$129K	Buy	31,714 +6,565	+26%	+$19.6K	﹤0.01%	1019
2025 Q2	$70.2K	Sell	25,149 -4,340	-15%	-$12.2K	﹤0.01%	981
2025 Q1	$87.6K	Buy	29,489 +2,682	+10%	+$7.44K	﹤0.01%	961
2024 Q4	$64.1K	Sell	26,807 -88,058	-77%	-$243K	﹤0.01%	1091
2024 Q3	$401K	Sell	114,865 -7,501	-6%	-$19.6K	0.02%	639
2024 Q2	$290K	Sell	122,366 -3,656	-3%	-$13.9K	0.01%	737
2024 Q1	$532K	Buy	126,022 +12,978	+11%	+$36.3K	0.02%	554
2023 Q4	$347K	Buy	113,044 +67,729	+149%	+$252K	0.01%	708
2023 Q3	$192K	Sell	45,315 -684	-1%	-$3.79K	0.01%	897
2023 Q2	$263K	Sell	45,999 -3,874	-8%	-$25.6K	0.01%	794
2023 Q1	$407K	Buy	+49,873	New	+$478K	0.03%	579
2022 Q4	–	Sell	-25,308	Closed	-$257K	–	1016
2022 Q3	$257K	Sell	25,308 -3,771	-13%	-$64.4K	0.02%	667
2022 Q2	$698K	Buy	29,079 +2,055	+8%	+$47.7K	0.04%	339
2022 Q1	$602K	Buy	27,024 +4,753	+21%	+$105K	0.03%	468
2021 Q4	$502K	Buy	+22,271	New	+$584K	0.02%	609

Other funds holding LU

Alpine Investment Management Hong Kong $206M AUM 17.09% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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