RBF Capital’s Lufax Holding LU Stock Holding History

RBF 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	-22,500	Closed	-$78.5K	–	583
2024 Q3	$78.5K	Hold	22,500	–	–	﹤0.01%	584
2024 Q2	$53.3K	Hold	22,500	–	–	﹤0.01%	560
2024 Q1	$95K	Hold	22,500	–	–	0.01%	536
2023 Q4	$69.1K	Hold	22,500	–	–	﹤0.01%	534
2023 Q3	$95.4K	Hold	22,500	–	–	0.01%	509
2023 Q2	$129K	Hold	22,500	–	–	0.01%	491
2023 Q1	$184K	Hold	22,500	–	–	0.01%	454
2022 Q4	$175K	Buy	+22,500	New	+$171K	0.01%	469

Other funds holding LU

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

RBF Capital's LU Position: Q4 2024 in Review

RBF Capital sold out of Lufax Holding (LU) in Q4 2024, closing a stake of 22,500 shares — an estimated $78.5K sold.

RBF Capital first reported a position in LU in Q4 2022 and held it in 8 quarters. The position peaked at $184K in Q1 2023. 103 funds tracked by Wall St. Rank hold LU as of Q4 2024.

RBF Capital reported no remaining Lufax Holding position as of Q4 2024 after selling out during the quarter.
RBF Capital sold 22,500 Lufax Holding shares in Q4 2024, an estimated $78.5K.
RBF Capital first reported a position in Lufax Holding in Q4 2022 and held it in 8 quarters.
RBF Capital's Lufax Holding position peaked at $184K in Q1 2023.
103 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2024.

Based on RBF Capital's 13F filing for Q4 2024, filed 14 Feb 2025.