Simplex Trading
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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 		$102K Sell
54,800
-241,000
-81% -$609K ﹤0.01% 5048
2025
Q4 		$757K Buy
295,800
+189,500
+178% +$560K ﹤0.01% 2899
2025
Q3 		$431K Buy
106,300
+12,300
+13% +$36.7K ﹤0.01% 4007
2025
Q2 		$262K Sell
94,000
-7,500
-7% -$21.2K ﹤0.01% 4219
2025
Q1 		$301K Sell
101,500
-240,500
-70% -$667K ﹤0.01% 3914
2024
Q4 		$268K Sell
342,000
-112,200
-25% -$310K ﹤0.01% 4190
2024
Q3 		$1.58M Buy
454,200
+131,000
+41% +$343K ﹤0.01% 2487
2024
Q2 		$765K Buy
323,200
+102,000
+46% +$389K ﹤0.01% 3197
2024
Q1 		$933K Buy
221,200
+84,200
+61% +$236K ﹤0.01% 3195
2023
Q4 		$420K Buy
137,000
+97,275
+245% +$362K ﹤0.01% 3881
2023
Q3 		$168K Sell
39,725
-4,425
-10% -$24.5K ﹤0.01% 4538
2023
Q2 		$252K Buy
44,150
+11,000
+33% +$72.7K ﹤0.01% 4035
2023
Q1 		$270K Sell
33,150
-2,825
-8% -$27.1K ﹤0.01% 3963
2022
Q4 		$279K Sell
35,975
-55,150
-61% -$420K ﹤0.01% 3829
2022
Q3 		$925K Buy
91,125
+82,775
+991% +$1.41M ﹤0.01% 2738
2022
Q2 		$200K Buy
8,350
+1,500
+22% +$34.8K ﹤0.01% 4598
2022
Q1 		$152K Sell
6,850
-21,250
-76% -$468K ﹤0.01% 5562
2021
Q4 		$632K Buy
28,100
+11,250
+67% +$295K ﹤0.01% 3489
2021
Q3 		$753K Sell
16,850
-25
-0.1% -$829 ﹤0.01% 3495
2021
Q2 		$762K Buy
16,875
+16,805
+24,007% +$847K ﹤0.01% 3532
2021
Q1 		$403K Buy
70
+25
+56% +$1.54K ﹤0.01% 3688
2020
Q4 		$254K Buy
+45
New +$2.69K ﹤0.01% 4292

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.