CI
YRD

Cavalier Investments’s Yiren Digital YRD Stock Holding History

Cavalier Investments’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
2017
Q4 		– Sell
-22,600
Closed -$948K – 177
2017
Q3 		$948K Buy
22,600
+9,200
+69% +$345K 0.46% 58
2017
Q2 		$336K Hold
13,400
– – 0.19% 103
2017
Q1 		$336K Buy
+13,400
New +$321K 0.19% 105

Other funds holding YRD

NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SI
Sensato Investors San Francisco, California $122M AUM 5.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cavalier Investments's YRD Position: Q4 2017 in Review

Cavalier Investments sold out of Yiren Digital (YRD) in Q4 2017, closing a stake of 22,600 shares — an estimated $948K sold.

Cavalier Investments first reported a position in YRD in Q1 2017 and held it in 3 quarters. The position peaked at $948K in Q3 2017. 69 funds tracked by Wall St. Rank hold YRD as of Q4 2017.

  • Cavalier Investments reported no remaining Yiren Digital position as of Q4 2017 after selling out during the quarter.
  • Cavalier Investments sold 22,600 Yiren Digital shares in Q4 2017, an estimated $948K.
  • Cavalier Investments first reported a position in Yiren Digital in Q1 2017 and held it in 3 quarters.
  • Cavalier Investments's Yiren Digital position peaked at $948K in Q3 2017.
  • 69 funds tracked by Wall St. Rank held Yiren Digital as of Q4 2017.

Based on Cavalier Investments's 13F filing for Q4 2017, filed 13 Feb 2018.