SEI Investments

SEI Investments’s Lufax Holding LU Stock Holding History

SEI Investments’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	$56.2K	Sell	30,052 -38,796	-56%	-$98K	﹤0.01%	3166
2025 Q4	$176K	Sell	68,848 -78,491	-53%	-$232K	﹤0.01%	2928
2025 Q3	$598K	Buy	147,339 +71,891	+95%	+$215K	﹤0.01%	2156
2025 Q2	$211K	Sell	75,448 -49,195	-39%	-$139K	﹤0.01%	2546
2025 Q1	$370K	Buy	124,643 +91,849	+280%	+$255K	﹤0.01%	2258
2024 Q4	$78.4K	Sell	32,794 -18,399	-36%	-$50.8K	﹤0.01%	2616
2024 Q3	$179K	Hold	51,193	–	–	﹤0.01%	2498
2024 Q2	$121K	Sell	51,193 -137,591	-73%	-$525K	﹤0.01%	2509
2024 Q1	$797K	Buy	+188,784	New	+$529K	﹤0.01%	1964
2023 Q3	–	Sell	-6,593	Closed	-$37.7K	–	2659
2023 Q2	$37.7K	Buy	6,593 +1,392	+27%	+$9.2K	﹤0.01%	2630
2023 Q1	$42.4K	Buy	+5,201	New	+$49.9K	﹤0.01%	2636
2022 Q3	–	Sell	-6,848	Closed	-$176K	–	2691
2022 Q2	$176K	Buy	6,848 +2,097	+44%	+$48.7K	﹤0.01%	2491
2022 Q1	$106K	Buy	4,751 +1,990	+72%	+$43.8K	﹤0.01%	2506
2021 Q4	$58K	Buy	+2,761	New	+$72.3K	﹤0.01%	2568

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