LU — LUFAX HOLDING LTD-ADR

Ownership history in JBF Capital, Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which JBF Capital, Inc. reported a position in LUFAX HOLDING LTD-ADR (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
0.21% (2024 Q1)
Avg. % of fund
0.13%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 339,884 +201,955 +146.4% 0.13% $870K $2.56
2025 Q3 REDUCED 137,929 -201,955 -59.4% 0.05% $339.9M $4.06
2025 Q2 UNCHANGED 339,884 — 0% 0.15% $948K $2.79
2025 Q1 UNCHANGED 339,884 — 0% 0.19% $1.0M $2.97
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LU price (monthly, adj. close)

Other funds also holding LU

As of 2025 Q4 — sorted by position size

Yunqi Capital Ltd 3Y 22.35% Alpine Investment Management Ltd 3Y 5.4% BAROMETER CAPITAL MANAGEMENT INC. 3Y 7Y 0.16% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 0.03% Ariadne Wealth Management, LP 0.02% Polunin Capital Partners Ltd 3Y 7Y 0.02% BAILLIE GIFFORD & CO 3Y 7Y 0.02% EWA, LLC 0.01% XTX Topco Ltd 3Y 0.01% Virtu Financial LLC 3Y 7Y 0.0%
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