Lufax Holding Ltd. Sponsored ADRLU
13F holders, Q1 2024 (March 31)7holders
$4.22avg. 13F price*
At the end of Q1 2024, 7 institutions reported holding Lufax Holding Ltd. Sponsored ADR (LU) in their 13F filings. The largest holders were Cape Ann Asset Management Ltd ($4.5M), Pinnacle Wealth Planning Services, Inc. ($194K) and DGS Capital Management, LLC ($111K).
- Company
- Lufax Holding Ltd. Sponsored ADR
- CUSIP
- 54975P102
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $321K |
| Exits | 4 | $941K |
Ownership 7 holders
| Cape Ann Asset Management Ltd | 4.02% | Reduce -0.0% | 1,070,730 | $4.5M |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | New | 45,991 | $194K |
| DGS Capital Management, LLC | 0.03% | New | 26,274 | $111K |
| Avior Wealth Management, LLC | 0.00% | New | 3,813 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Add +425.8% | 1,367 | $6K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -92.3% | 292 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 132 | $579 |
"% of holder's portfolio" is LU's weight in each manager's 13F, not the share of Lufax Holding Ltd. Sponsored ADR the manager owns.