Creative Planning

Creative Planning’s Yiren Digital YRD Stock Holding History

Creative Planning’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	-15,700	Closed	-$89.3K	–	3684
2024 Q3	$89.3K	Buy	+15,700	New	+$73.1K	﹤0.01%	3036
2017 Q3	–	Sell	-35	Closed	-$1K	–	3767
2017 Q2	$1K	Hold	35	–	–	﹤0.01%	4519
2017 Q1	$1K	Hold	35	–	–	﹤0.01%	4518
2016 Q4	$1K	Buy	+35	New	+$952	﹤0.01%	4507

Other funds holding YRD

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Renaissance Technologies

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

Acadian Asset Management

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS)

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return