RhumbLine Advisers
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RhumbLine Advisers’s Lufax Holding LU Stock Holding History

RhumbLine Advisers’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
-148
Closed -$378 – 4139
2025
Q4 		$378 Hold
148
– – ﹤0.01% 4066
2025
Q3 		$600 Sell
148
-480
-76% -$1.43K ﹤0.01% 4053
2025
Q2 		$1.75K Sell
628
-118
-16% -$333 ﹤0.01% 4004
2025
Q1 		$2.21K Sell
746
-159
-18% -$441 ﹤0.01% 3980
2024
Q4 		$2.16K Buy
905
+100
+12% +$276 ﹤0.01% 4035
2024
Q3 		$2.81K Hold
805
– – ﹤0.01% 4041
2024
Q2 		$1.91K Hold
805
– – ﹤0.01% 4191
2024
Q1 		$3.4K Sell
805
-11,569
-93% -$32.4K ﹤0.01% 4033
2023
Q4 		$38K Sell
12,374
-367
-3% -$1.37K ﹤0.01% 3681
2023
Q3 		$54K Buy
12,741
+435
+4% +$2.41K ﹤0.01% 3626
2023
Q2 		$70.4K Buy
+12,306
New +$81.3K ﹤0.01% 3605

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $206M AUM 17.09% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
VCM
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return