Lufax Holding Ltd. Sponsored ADRLU

13F holders, Q4 2024 (December 31)
1holders −3
0new positions
3sold out
$2.39avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding Lufax Holding Ltd. Sponsored ADR (LU) in their 13F filings, down 3 from Q3 2024. 0 opened new positions and 3 sold out. The largest holder was EverSource Wealth Advisors, LLC ($1K).

Company
Lufax Holding Ltd. Sponsored ADR
CUSIP
54975P102
Latest filing quarter
Q2 2025

History

Number of 13F holders

02468 Q1 2024: 7Q1 2024Q2 2024: 6Q2 2024Q3 2024: 4Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits3$163K

All 13F filers, Q3 2024 → Q4 2024: 137 shares bought and 46,582 shares sold, net −46,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

EverSource Wealth Advisors, LLC 0.00% Add +30.5% 586 $1K

"% 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.