Envestnet Asset Management
YRD

Envestnet Asset Management’s Yiren Digital YRD Stock Holding History

Envestnet Asset Management’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
Q2 		– Sell
-45,622
Closed -$206K – 4308
2024
Q1 		$206K Buy
45,622
+2,069
+5% +$9.83K ﹤0.01% 3933
2023
Q4 		$136K Buy
43,553
+7,044
+19% +$18.5K ﹤0.01% 3907
2023
Q3 		$88.7K Sell
36,509
-9,135
-20% -$22.3K ﹤0.01% 3888
2023
Q2 		$104K Sell
45,644
-22,499
-33% -$52.1K ﹤0.01% 3830
2023
Q1 		$58.4K Buy
68,143
+36,638
+116% +$101K ﹤0.01% 3839
2022
Q4 		$43.2K Buy
31,505
+6,098
+24% +$7K ﹤0.01% 3876
2022
Q3 		$27K Buy
25,407
+2,367
+10% +$2.97K ﹤0.01% 3859
2022
Q2 		$41K Sell
23,040
-1,249
-5% -$2.4K ﹤0.01% 3835
2022
Q1 		$62K Buy
24,289
+6,164
+34% +$16.2K ﹤0.01% 3844
2021
Q4 		$52K Buy
+18,125
New +$58.1K ﹤0.01% 3806
2021
Q3 		– Sell
-12,348
Closed -$74K – 3776
2021
Q2 		$74K Sell
12,348
-2,156
-15% -$9.25K ﹤0.01% 3586
2021
Q1 		$74K Buy
14,504
+2,323
+19% +$10.4K ﹤0.01% 3437
2020
Q4 		$41K Sell
12,181
-2,158
-15% -$7.36K ﹤0.01% 3236
2020
Q3 		$42K Sell
14,339
-35,714
-71% -$124K ﹤0.01% 3068
2020
Q2 		$207K Buy
50,053
+3,488
+7% +$13.9K ﹤0.01% 2861
2020
Q1 		$187K Buy
+46,565
New +$220K ﹤0.01% 2746

Other funds holding YRD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Envestnet Asset Management's YRD Position: Q2 2024 in Review

Envestnet Asset Management sold out of Yiren Digital (YRD) in Q2 2024, closing a stake of 45,622 shares — an estimated $206K sold.

Envestnet Asset Management first reported a position in YRD in Q1 2020 and held it in 16 quarters. The position peaked at $207K in Q2 2020. 28 funds tracked by Wall St. Rank hold YRD as of Q2 2024.

  • Envestnet Asset Management reported no remaining Yiren Digital position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 45,622 Yiren Digital shares in Q2 2024, an estimated $206K.
  • Envestnet Asset Management first reported a position in Yiren Digital in Q1 2020 and held it in 16 quarters.
  • Envestnet Asset Management's Yiren Digital position peaked at $207K in Q2 2020.
  • 28 funds tracked by Wall St. Rank held Yiren Digital as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.