Creative Planning
YRD

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
2017
Q1 		– Sell
-200
Closed -$1K – 4938
2016
Q4 		$1K Buy
+200
New +$5.44K ﹤0.01% 4508

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

Creative Planning's YRD Position: Q4 2024 in Review

Creative Planning sold out of Yiren Digital (YRD) in Q4 2024, closing a stake of 15,700 shares — an estimated $89.3K sold.

Creative Planning first reported a position in YRD in Q4 2016 and held it in 4 quarters. The position peaked at $89.3K in Q3 2024. 26 funds tracked by Wall St. Rank hold YRD as of Q4 2024.

  • Creative Planning reported no remaining Yiren Digital position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 15,700 Yiren Digital shares in Q4 2024, an estimated $89.3K.
  • Creative Planning first reported a position in Yiren Digital in Q4 2016 and held it in 4 quarters.
  • Creative Planning's Yiren Digital position peaked at $89.3K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Yiren Digital as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.