Bank of Montreal
YRD

Bank of Montreal’s Yiren Digital YRD Stock Holding History

Bank of Montreal’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
2019
Q4 		– Sell
-35,000
Closed -$246K – 5035
2019
Q3 		$246K Buy
+35,000
New +$360K ﹤0.01% 2785
2019
Q2 		– Sell
-58,100
Closed -$788K – 5094
2019
Q1 		$788K Sell
58,100
-75,000
-56% -$914K ﹤0.01% 2110
2018
Q4 		$1.43M Buy
+133,100
New +$2.09M ﹤0.01% 1700
2018
Q2 		– Sell
-6,043
Closed -$243K – 4900
2018
Q1 		$243K Sell
6,043
-7,047
-54% -$284K ﹤0.01% 2543
2017
Q4 		$576K Buy
13,090
+4,471
+52% +$194K ﹤0.01% 2220
2017
Q3 		$361K Buy
+8,619
New +$323K ﹤0.01% 2418

Other funds holding YRD

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of Montreal's YRD Position: Q4 2019 in Review

Bank of Montreal sold out of Yiren Digital (YRD) in Q4 2019, closing a stake of 35,000 shares — an estimated $246K sold.

Bank of Montreal first reported a position in YRD in Q3 2017 and held it in 6 quarters. The position peaked at $1.43M in Q4 2018. 30 funds tracked by Wall St. Rank hold YRD as of Q4 2019.

  • Bank of Montreal reported no remaining Yiren Digital position as of Q4 2019 after selling out during the quarter.
  • Bank of Montreal sold 35,000 Yiren Digital shares in Q4 2019, an estimated $246K.
  • Bank of Montreal first reported a position in Yiren Digital in Q3 2017 and held it in 6 quarters.
  • Bank of Montreal's Yiren Digital position peaked at $1.43M in Q4 2018.
  • 30 funds tracked by Wall St. Rank held Yiren Digital as of Q4 2019.

Based on Bank of Montreal's 13F filing for Q4 2019, filed 10 Feb 2020.