Ownership history in Corient Private Wealth LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 11,387 | -2,591 | -18.5% | 0.00% | $46K | $4.06 |
| 2025 Q2 | REDUCED | 13,978 | -1,932 | -12.1% | 0.00% | $39K | $2.79 |
| 2025 Q1 | REDUCED | 15,910 | -5,308 | -25.0% | 0.00% | $47K | $2.97 |
| 2024 Q4 | ADDED | 21,218 | +6,445 | +43.6% | 0.00% | $51K | $2.39 |
| 2024 Q3 | ADDED | 14,773 | +358 | +2.5% | 0.00% | $52K | $3.49 |
| 2024 Q2 | REDUCED | 14,415 | -6,686 | -31.7% | 0.00% | $34K | $2.37 |
| 2024 Q1 | INITIATED | 21,101 | — | — | 0.00% | $89K | — |
As of 2025 Q4 — sorted by position size