Wellington Management Group’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
901,372
-226,585
| -20% | -$632K | ﹤0.01% | 1519 |
|
|
2025
Q1 | $3.35M | Buy |
1,127,957
+968,809
| +609% | +$2.88M | ﹤0.01% | 1454 |
|
|
2024
Q4 | $380K | Buy |
+159,148
| New | +$380K | ﹤0.01% | 1835 |
|
|
2023
Q4 | – | Sell |
-1,120,495
| Closed | -$4.75M | – | 1887 |
|
|
2023
Q3 | $4.75M | Buy |
1,120,495
+57,548
| +5% | +$244K | ﹤0.01% | 1286 |
|
|
2023
Q2 | $6.08M | Buy |
1,062,947
+893,846
| +529% | +$5.11M | ﹤0.01% | 1216 |
|
|
2023
Q1 | $1.38M | Buy |
169,101
+116,716
| +223% | +$952K | ﹤0.01% | 1578 |
|
|
2022
Q4 | $407K | Buy |
52,385
+41,012
| +361% | +$318K | ﹤0.01% | 1838 |
|
|
2022
Q3 | $116K | Sell |
11,373
-150,291
| -93% | -$1.53M | ﹤0.01% | 1993 |
|
|
2022
Q2 | $3.88M | Buy |
161,664
+33,849
| +26% | +$812K | ﹤0.01% | 1394 |
|
|
2022
Q1 | $2.85M | Buy |
127,815
+3,013
| +2% | +$67.1K | ﹤0.01% | 1522 |
|
|
2021
Q4 | $2.81M | Buy |
+124,802
| New | +$2.81M | ﹤0.01% | 1597 |
|
|
2021
Q2 | – | Sell |
-6,193
| Closed | -$360K | – | 2195 |
|
|
2021
Q1 | $360K | Buy |
+6,193
| New | +$360K | ﹤0.01% | 1936 |
|