UBS AM’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $327K | Buy |
174,705
+96,775
| +124% | +$244K | ﹤0.01% | 2639 |
|
|
2025
Q4 | $200K | Buy |
+77,930
| New | +$230K | ﹤0.01% | 2460 |
|
|
2025
Q3 | – | Sell |
-116,751
| Closed | -$326K | – | 2463 |
|
|
2025
Q2 | $326K | Buy |
116,751
+88,730
| +317% | +$250K | ﹤0.01% | 2522 |
|
|
2025
Q1 | $83.2K | Sell |
28,021
-97,787
| -78% | -$271K | ﹤0.01% | 2603 |
|
|
2024
Q4 | $301K | Sell |
125,808
-97,772
| -44% | -$270K | ﹤0.01% | 2613 |
|
|
2024
Q3 | $780K | Sell |
223,580
-39,545
| -15% | -$103K | ﹤0.01% | 2497 |
|
|
2024
Q2 | $624K | Buy |
263,125
+179,002
| +213% | +$683K | ﹤0.01% | 2565 |
|
|
2024
Q1 | $355K | Sell |
84,123
-757,144
| -90% | -$2.12M | ﹤0.01% | 2369 |
|
|
2023
Q4 | $2.58M | Sell |
841,267
-74,974
| -8% | -$279K | ﹤0.01% | 1552 |
|
|
2023
Q3 | $3.88M | Buy |
916,241
+327,845
| +56% | +$1.82M | ﹤0.01% | 1319 |
|
|
2023
Q2 | $4.8M | Hold |
588,396
| – | – | ﹤0.01% | 1246 |
|
|
2023
Q1 | $4.8M | Sell |
588,396
-12,523
| -2% | -$120K | ﹤0.01% | 1246 |
|
|
2022
Q4 | $4.66M | Buy |
600,919
+46,229
| +8% | +$352K | ﹤0.01% | 1194 |
|
|
2022
Q3 | $5.64M | Sell |
554,690
-8,285
| -1% | -$141K | ﹤0.01% | 1157 |
|
|
2022
Q2 | $13.5M | Buy |
562,975
+178,936
| +47% | +$4.16M | 0.01% | 851 |
|
|
2022
Q1 | $8.56M | Buy |
384,039
+303,329
| +376% | +$6.68M | ﹤0.01% | 1131 |
|
|
2021
Q4 | $1.82M | Sell |
80,710
-48,232
| -37% | -$1.26M | ﹤0.01% | 1913 |
|
|
2021
Q3 | $3.6M | Buy |
128,942
+6,526
| +5% | +$217K | ﹤0.01% | 1521 |
|
|
2021
Q2 | $5.53M | Buy |
122,416
+15,199
| +14% | +$766K | ﹤0.01% | 1323 |
|
|
2021
Q1 | $6.23M | Buy |
+107,217
| New | +$6.59M | ﹤0.01% | 1249 |
|
Other funds holding LU
AIM
YC
VCM
VFT
