Lufax Holding Ltd. Sponsored ADRLU
13F holders, Q2 2024 (June 30)6holders −1
1new positions
2sold out
$2.37avg. 13F price*
At the end of Q2 2024, 6 institutions reported holding Lufax Holding Ltd. Sponsored ADR (LU) in their 13F filings, down 1 from Q1 2024. 1 opened new positions and 2 sold out. The largest holders were Cape Ann Asset Management Ltd ($2.5M), Pinnacle Wealth Planning Services, Inc. ($109K) and DGS Capital Management, LLC ($40K).
- Company
- Lufax Holding Ltd. Sponsored ADR
- CUSIP
- 54975P102
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $35K |
| Exits | 2 | $17K |
All 13F filers, Q1 2024 → Q2 2024: 14,846 shares bought and 18,323 shares sold, net −3,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Cape Ann Asset Management Ltd | 2.17% | Reduce -0.3% | 1,066,930 | $2.5M |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | No change | 45,991 | $109K |
| DGS Capital Management, LLC | 0.01% | Reduce -36.2% | 16,764 | $40K |
| McDonough Capital Management, Inc | 0.03% | New | 14,846 | $35K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 292 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -78.1% | 299 | $730 |
"% 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.