LU Lufax Holding Ltd

Ownership history in BAROMETER CAPITAL MANAGEMENT INC.  ·  7 quarters on record

This page tracks every 13F SEC filing in which BAROMETER CAPITAL MANAGEMENT INC. reported a position in Lufax Holding Ltd (LU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2025 Q4)
Avg. % of fund
0.08%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,000 -136,500 -95.1% 0.16% $666K $2.56
2025 Q3 ADDED 143,500 +62,700 +77.6% 0.13% $583K $4.06
2025 Q2 ADDED 80,800 +20,000 +32.9% 0.06% $225K $2.79
2025 Q1 ADDED 60,800 +16,200 +36.3% 0.07% $181K $2.97
2024 Q4 UNCHANGED 44,600 0% 0.04% $106K $2.39
2024 Q3 UNCHANGED 44,600 0% 0.04% $156K $3.49
2024 Q2 INITIATED 44,600 0.04% $106K
% of Fund (quarterly)    LU price (monthly, adj. close)
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