Savant Capital’s Lufax Holding LU Stock Holding History

Savant 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
2025 Q2	–	Sell	-12,599	Closed	-$37.4K	–	1259
2025 Q1	$37.4K	Buy	+12,599	New	+$35K	﹤0.01%	1064

Other funds holding LU

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

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

TPC

Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Savant Capital's LU Position: Q2 2025 in Review

Savant Capital sold out of Lufax Holding (LU) in Q2 2025, closing a stake of 12,599 shares — an estimated $37.4K sold.

Savant Capital first reported a position in LU in Q1 2025 and held it in 1 quarter. The position peaked at $37.4K in Q1 2025. 98 funds tracked by Wall St. Rank hold LU as of Q2 2025.

Savant Capital reported no remaining Lufax Holding position as of Q2 2025 after selling out during the quarter.
Savant Capital sold 12,599 Lufax Holding shares in Q2 2025, an estimated $37.4K.
Savant Capital first reported a position in Lufax Holding in Q1 2025 and held it in 1 quarter.
Savant Capital's Lufax Holding position peaked at $37.4K in Q1 2025.
98 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2025.

Based on Savant Capital's 13F filing for Q2 2025, filed 6 Aug 2025.