Simplex Trading
LU icon

Simplex Trading’s Lufax Holding LU Stock Holding History

Simplex Trading’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 		$44.7K Sell
23,900
-4,600
-16% -$11.6K ﹤0.01% 6001
2025
Q4 		$73K Sell
28,500
-9,500
-25% -$28.1K ﹤0.01% 5302
2025
Q3 		$154K Buy
38,000
+22,000
+138% +$65.7K ﹤0.01% 5248
2025
Q2 		$44K Sell
16,000
-30,500
-66% -$86.1K ﹤0.01% 6045
2025
Q1 		$138K Sell
46,500
-30,800
-40% -$85.4K ﹤0.01% 4716
2024
Q4 		$130K Buy
77,300
+30,900
+67% +$85.3K ﹤0.01% 4935
2024
Q3 		$161K Sell
46,400
-223,200
-83% -$584K ﹤0.01% 4731
2024
Q2 		$638K Buy
269,600
+199,400
+284% +$760K ﹤0.01% 3393
2024
Q1 		$296K Sell
70,200
-17,500
-20% -$49K ﹤0.01% 4411
2023
Q4 		$269K Buy
87,700
+65,725
+299% +$245K ﹤0.01% 4347
2023
Q3 		$93K Buy
21,975
+100
+0.5% +$554 ﹤0.01% 5163
2023
Q2 		$125K Sell
21,875
-127,075
-85% -$840K ﹤0.01% 4813
2023
Q1 		$1.22M Buy
148,950
+21,300
+17% +$204K ﹤0.01% 2408
2022
Q4 		$990K Buy
127,650
+82,275
+181% +$627K ﹤0.01% 2470
2022
Q3 		$461K Sell
45,375
-16,775
-27% -$286K ﹤0.01% 3556
2022
Q2 		$1.49M Buy
62,150
+33,050
+114% +$768K ﹤0.01% 2179
2022
Q1 		$648K Buy
29,100
+10,450
+56% +$230K ﹤0.01% 3494
2021
Q4 		$419K Sell
18,650
-71,475
-79% -$1.87M ﹤0.01% 4056
2021
Q3 		$4.03M Buy
90,125
+950
+1% +$31.5K ﹤0.01% 1396
2021
Q2 		$4.03M Buy
89,175
+89,118
+156,347% +$4.49M ﹤0.01% 1384
2021
Q1 		$329K Sell
57
-9
-14% -$553 ﹤0.01% 4027
2020
Q4 		$372K Buy
+66
New +$3.95K ﹤0.01% 3804

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $401M 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 $5.72T 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

Simplex Trading's LU Position: Q1 2026 in Review

Simplex Trading reduced its Lufax Holding (LU) stake by 33% in Q1 2026, selling an estimated $128K and leaving 101,933 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #4359.

Simplex Trading first reported a position in LU in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.27M in Q3 2025. 75 funds tracked by Wall St. Rank hold LU as of Q1 2026.

  • Simplex Trading held 101,933 shares of Lufax Holding worth $191K as of Q1 2026.
  • Simplex Trading sold 50,780 Lufax Holding shares in Q1 2026, an estimated $128K.
  • Lufax Holding made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #4359 holding.
  • Simplex Trading first reported a position in Lufax Holding in Q4 2020 and has held it in 15 quarters since.
  • Simplex Trading's Lufax Holding position peaked at $1.27M in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.