Creative Planning

Creative Planning’s China Yuchai International CYD Stock Holding History

Creative Planning’s Portfolio CYD Stock Details CYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,953	Closed	-$205K	–	3948
2025 Q3	$205K	Buy	+4,953	New	+$150K	﹤0.01%	3465
2025 Q2	–	Sell	-18,539	Closed	-$315K	–	3707
2025 Q1	$315K	Buy	18,539 +4,841	+35%	+$74.3K	﹤0.01%	2713
2024 Q4	$131K	Buy	+13,698	New	+$144K	﹤0.01%	3094
2017 Q3	–	Sell	-250	Closed	-$5K	–	2290
2017 Q2	$5K	Buy	+250	New	+$4.49K	﹤0.01%	3972
2016 Q4	–	Sell	-163	Closed	-$2K	–	4657
2016 Q3	$2K	Buy	+163	New	+$1.79K	﹤0.01%	4212
2015 Q4	–	Sell	-200	Closed	-$2K	–	4429
2015 Q3	$2K	Buy	+200	New	+$2.92K	﹤0.01%	3923
2015 Q2	–	Sell	-800	Closed	-$16K	–	1510
2015 Q1	$16K	Sell	800 -455	-36%	-$8.77K	﹤0.01%	2871
2014 Q4	$24K	Buy	1,255 +931	+287%	+$16.7K	﹤0.01%	2519
2014 Q3	$6K	Buy	+324	New	+$6.63K	﹤0.01%	3186

Other funds holding CYD

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Tudor Investment Corp

Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return

Lighthouse Investment Partners Palm Beach Gardens, Florida $2.67B AUM 26.77% 1-Year Est. Return