Ray Dalio
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Ray Dalio’s Lufax Holding LU Stock Holding History

Ray Dalio’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
Q1 		– Sell
-445,703
Closed -$1.37M – 750
2023
Q4 		$1.37M Sell
445,703
-152,445
-25% -$568K 0.01% 588
2023
Q3 		$2.54M Sell
598,148
-186,245
-24% -$1.03M 0.02% 468
2023
Q2 		$4.49M Sell
784,393
-2,793,314
-78% -$18.5M 0.03% 327
2023
Q1 		$29.2M Buy
3,577,707
+1,901,142
+113% +$18.2M 0.18% 104
2022
Q4 		$13M Sell
1,676,565
-646,797
-28% -$4.93M 0.07% 208
2022
Q3 		$23.6M Buy
2,323,362
+105,813
+5% +$1.81M 0.12% 139
2022
Q2 		$53.2M Sell
2,217,549
-26,777
-1% -$622K 0.23% 95
2022
Q1 		$50M Buy
2,244,326
+722,588
+47% +$15.9M 0.2% 88
2021
Q4 		$34.3M Buy
1,521,738
+244,245
+19% +$6.4M 0.2% 92
2021
Q3 		$35.7M Buy
1,277,493
+645,109
+102% +$21.4M 0.2% 97
2021
Q2 		$28.6M Buy
632,384
+99,857
+19% +$5.03M 0.18% 96
2021
Q1 		$30.9M Buy
532,527
+378,109
+245% +$23.2M 0.27% 76
2020
Q4 		$8.77M Buy
+154,418
New +$9.24M 0.08% 136

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ray Dalio's LU Position: Q1 2024 in Review

Ray Dalio sold out of Lufax Holding (LU) in Q1 2024, closing a stake of 445,703 shares — an estimated $1.37M sold.

Ray Dalio first reported a position in LU in Q4 2020 and held it in 13 quarters. The position peaked at $53.2M in Q2 2022. 129 funds tracked by Wall St. Rank hold LU as of Q1 2024.

  • Ray Dalio reported no remaining Lufax Holding position as of Q1 2024 after selling out during the quarter.
  • Ray Dalio sold 445,703 Lufax Holding shares in Q1 2024, an estimated $1.37M.
  • Ray Dalio first reported a position in Lufax Holding in Q4 2020 and held it in 13 quarters.
  • Ray Dalio's Lufax Holding position peaked at $53.2M in Q2 2022.
  • 129 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2024.

Based on Bridgewater Associates's 13F filing for Q1 2024, filed 14 May 2024.