Creative Planning
YSG

Creative Planning’s Yatsen Holding YSG Stock Holding History

Creative Planning’s Portfolio YSG Stock Details YSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,000
Closed -$14.6K – 2795
2022
Q4 		$14.6K Hold
2,000
– – ﹤0.01% 2330
2022
Q3 		$11K Hold
2,000
– – ﹤0.01% 2225
2022
Q2 		$16K Buy
+2,000
New +$6.8K ﹤0.01% 2163

Other funds holding YSG

HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return

Creative Planning's YSG Position: Q1 2023 in Review

Creative Planning sold out of Yatsen Holding (YSG) in Q1 2023, closing a stake of 2,000 shares — an estimated $14.6K sold.

Creative Planning first reported a position in YSG in Q2 2022 and held it in 3 quarters. The position peaked at $16K in Q2 2022. 44 funds tracked by Wall St. Rank hold YSG as of Q1 2023.

  • Creative Planning reported no remaining Yatsen Holding position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 2,000 Yatsen Holding shares in Q1 2023, an estimated $14.6K.
  • Creative Planning first reported a position in Yatsen Holding in Q2 2022 and held it in 3 quarters.
  • Creative Planning's Yatsen Holding position peaked at $16K in Q2 2022.
  • 44 funds tracked by Wall St. Rank held Yatsen Holding as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.