T. Rowe Price Associates’s Lufax Holding LU Stock Holding History

T. Rowe Price Associates’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
2023 Q4	–	Sell	-5,700	Closed	-$25K	–	2918
2023 Q3	$25K	Hold	5,700	–	–	﹤0.01%	2842
2023 Q2	$33K	Buy	5,700 +2,150	+61%	+$14.2K	﹤0.01%	2843
2023 Q1	$29K	Hold	3,550	–	–	﹤0.01%	2833
2022 Q4	$28K	Hold	3,550	–	–	﹤0.01%	2862
2022 Q3	$37K	Sell	3,550 -600	-14%	-$10.2K	﹤0.01%	2867
2022 Q2	$100K	Hold	4,150	–	–	﹤0.01%	2753
2022 Q1	$92K	Buy	+4,150	New	+$91.4K	﹤0.01%	2863
2021 Q4	–	Sell	-2,850	Closed	-$80K	–	3020
2021 Q3	$80K	Hold	2,850	–	–	﹤0.01%	2872
2021 Q2	$129K	Hold	2,850	–	–	﹤0.01%	2810
2021 Q1	$166K	Sell	2,850 -3,900	-58%	-$240K	﹤0.01%	2728
2020 Q4	$383K	Buy	+6,750	New	+$404K	﹤0.01%	2348

Other funds holding LU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KFA

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

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

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates's LU Position: Q4 2023 in Review

T. Rowe Price Associates sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 5,700 shares — an estimated $25K sold.

T. Rowe Price Associates first reported a position in LU in Q4 2020 and held it in 11 quarters. The position peaked at $383K in Q4 2020. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

T. Rowe Price Associates reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
T. Rowe Price Associates sold 5,700 Lufax Holding shares in Q4 2023, an estimated $25K.
T. Rowe Price Associates first reported a position in Lufax Holding in Q4 2020 and held it in 11 quarters.
T. Rowe Price Associates's Lufax Holding position peaked at $383K in Q4 2020.
121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on T. Rowe Price Associates's 13F filing for Q4 2023, filed 14 Feb 2024.