Sequoia Financial Advisors’s Lufax Holding LU Stock Holding History

Sequoia Financial Advisors’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	-10,395	Closed	-$36.3K	–	1390
2024 Q3	$36.3K	Hold	10,395	–	–	﹤0.01%	1269
2024 Q2	$24.6K	Sell	10,395 -3,916	-27%	-$14.9K	﹤0.01%	1209
2024 Q1	$60.4K	Buy	+14,311	New	+$40.1K	﹤0.01%	1137
2023 Q2	–	Sell	-3,720	Closed	-$30.4K	–	984
2023 Q1	$30.4K	Buy	+3,720	New	+$35.7K	﹤0.01%	831

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

Sequoia Financial Advisors's LU Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of Lufax Holding (LU) in Q4 2024, closing a stake of 10,395 shares — an estimated $36.3K sold.

Sequoia Financial Advisors first reported a position in LU in Q1 2023 and held it in 4 quarters. The position peaked at $60.4K in Q1 2024. 103 funds tracked by Wall St. Rank hold LU as of Q4 2024.

Sequoia Financial Advisors reported no remaining Lufax Holding position as of Q4 2024 after selling out during the quarter.
Sequoia Financial Advisors sold 10,395 Lufax Holding shares in Q4 2024, an estimated $36.3K.
Sequoia Financial Advisors first reported a position in Lufax Holding in Q1 2023 and held it in 4 quarters.
Sequoia Financial Advisors's Lufax Holding position peaked at $60.4K in Q1 2024.
103 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.