Simplicity Wealth’s Lufax Holding LU Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-33,525	Closed	-$79.5K	–	901
2024 Q2	$79.5K	Buy	+33,525	New	+$128K	﹤0.01%	1186

Other funds holding LU

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Simplicity Wealth's LU Position: Q3 2024 in Review

Simplicity Wealth sold out of Lufax Holding (LU) in Q3 2024, closing a stake of 33,525 shares — an estimated $79.5K sold.

Simplicity Wealth first reported a position in LU in Q2 2024 and held it in 1 quarter. The position peaked at $79.5K in Q2 2024. 116 funds tracked by Wall St. Rank hold LU as of Q3 2024.

Simplicity Wealth reported no remaining Lufax Holding position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 33,525 Lufax Holding shares in Q3 2024, an estimated $79.5K.
Simplicity Wealth first reported a position in Lufax Holding in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's Lufax Holding position peaked at $79.5K in Q2 2024.
116 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.