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Shell Asset Management’s Lufax Holding LU Stock Holding History

Shell Asset Management’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
Q3 		$19K Sell
4,740
-10,203
-68% -$30.5K ﹤0.01% 1043
2025
Q2 		$42K Hold
14,943
– – ﹤0.01% 1174
2025
Q1 		$44K Buy
+14,943
New +$41.5K ﹤0.01% 1168
2021
Q3 		– Sell
-1,350
Closed -$61K – 1445
2021
Q2 		$61K Hold
1,350
– – ﹤0.01% 1422
2021
Q1 		$78K Hold
1,350
– – ﹤0.01% 1332
2020
Q4 		$77K Buy
+1,350
New +$80.8K ﹤0.01% 1309

Other funds holding LU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
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 $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
Alpine Investment Management Hong Kong $401M AUM 17.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shell Asset Management's LU Position: Q3 2025 in Review

Shell Asset Management reduced its Lufax Holding (LU) stake by 68% in Q3 2025, selling an estimated $30.5K and leaving 4,740 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Shell Asset Management first reported a position in LU in Q4 2020 and has held it in 6 quarters since. The position peaked at $78K in Q1 2021. 89 funds tracked by Wall St. Rank hold LU as of Q3 2025.

  • Shell Asset Management held 4,740 shares of Lufax Holding worth $19K as of Q3 2025.
  • Shell Asset Management sold 10,203 Lufax Holding shares in Q3 2025, an estimated $30.5K.
  • Lufax Holding made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1043 holding.
  • Shell Asset Management first reported a position in Lufax Holding in Q4 2020 and has held it in 6 quarters since.
  • Shell Asset Management's Lufax Holding position peaked at $78K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.