BP
YRD

Ballentine Partners’s Yiren Digital YRD Stock Holding History

Ballentine Partners’s Portfolio YRD Stock Details YRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,714
Closed -$78K – 955
2024
Q3 		$78K Buy
+13,714
New +$63.9K ﹤0.01% 816

Other funds holding YRD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Ballentine Partners's YRD Position: Q4 2024 in Review

Ballentine Partners sold out of Yiren Digital (YRD) in Q4 2024, closing a stake of 13,714 shares — an estimated $78K sold.

Ballentine Partners first reported a position in YRD in Q3 2024 and held it in 1 quarter. The position peaked at $78K in Q3 2024. 26 funds tracked by Wall St. Rank hold YRD as of Q4 2024.

  • Ballentine Partners reported no remaining Yiren Digital position as of Q4 2024 after selling out during the quarter.
  • Ballentine Partners sold 13,714 Yiren Digital shares in Q4 2024, an estimated $78K.
  • Ballentine Partners first reported a position in Yiren Digital in Q3 2024 and held it in 1 quarter.
  • Ballentine Partners's Yiren Digital position peaked at $78K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Yiren Digital as of Q4 2024.

Based on Ballentine Partners's 13F filing for Q4 2024, filed 16 Jan 2025.