Wellington Management Group’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	–	Sell	-174,664	Closed	-$447K	–	1959
2025 Q4	$447K	Sell	174,664 -282,000	-62%	-$833K	﹤0.01%	1830
2025 Q3	$1.85M	Sell	456,664 -444,708	-49%	-$1.33M	﹤0.01%	1653
2025 Q2	$2.51M	Sell	901,372 -226,585	-20%	-$639K	﹤0.01%	1524
2025 Q1	$3.35M	Buy	1,127,957 +968,809	+609%	+$2.69M	﹤0.01%	1456
2024 Q4	$380K	Buy	+159,148	New	+$439K	﹤0.01%	1858
2023 Q4	–	Sell	-1,120,495	Closed	-$4.75M	–	1887
2023 Q3	$4.75M	Buy	1,120,495 +57,548	+5%	+$319K	﹤0.01%	1286
2023 Q2	$6.08M	Buy	1,062,947 +893,846	+529%	+$5.91M	﹤0.01%	1216
2023 Q1	$1.38M	Buy	169,101 +116,716	+223%	+$1.12M	﹤0.01%	1578
2022 Q4	$407K	Buy	52,385 +41,012	+361%	+$312K	﹤0.01%	1838
2022 Q3	$116K	Sell	11,373 -150,291	-93%	-$2.57M	﹤0.01%	1993
2022 Q2	$3.88M	Buy	161,664 +33,849	+26%	+$786K	﹤0.01%	1394
2022 Q1	$2.85M	Buy	127,815 +3,013	+2%	+$66.4K	﹤0.01%	1522
2021 Q4	$2.81M	Buy	+124,802	New	+$3.27M	﹤0.01%	1597
2021 Q2	–	Sell	-6,193	Closed	-$360K	–	2195
2021 Q1	$360K	Buy	+6,193	New	+$380K	﹤0.01%	1936