LPL Financial
YRD

LPL Financial’s Yiren Digital YRD Stock Holding History

LPL Financial’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
2018
Q2 		– Sell
-8,450
Closed -$340K – 3290
2018
Q1 		$340K Buy
8,450
+121
+1% +$4.88K ﹤0.01% 2500
2017
Q4 		$366K Buy
8,329
+1,779
+27% +$77K ﹤0.01% 2319
2017
Q3 		$275K Buy
+6,550
New +$246K ﹤0.01% 2436

Other funds holding YRD

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

LPL Financial's YRD Position: Q2 2018 in Review

LPL Financial sold out of Yiren Digital (YRD) in Q2 2018, closing a stake of 8,450 shares — an estimated $340K sold.

LPL Financial first reported a position in YRD in Q3 2017 and held it in 3 quarters. The position peaked at $366K in Q4 2017. 52 funds tracked by Wall St. Rank hold YRD as of Q2 2018.

  • LPL Financial reported no remaining Yiren Digital position as of Q2 2018 after selling out during the quarter.
  • LPL Financial sold 8,450 Yiren Digital shares in Q2 2018, an estimated $340K.
  • LPL Financial first reported a position in Yiren Digital in Q3 2017 and held it in 3 quarters.
  • LPL Financial's Yiren Digital position peaked at $366K in Q4 2017.
  • 52 funds tracked by Wall St. Rank held Yiren Digital as of Q2 2018.

Based on LPL Financial's 13F filing for Q2 2018, filed 14 Aug 2018.