Marshall Wace

Marshall Wace’s Yiren Digital YRD Stock Holding History

Marshall Wace’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 Q1	–	Sell	-17,327	Closed	-$54.1K	–	2911
2023 Q4	$54.1K	Buy	+17,327	New	+$45.5K	﹤0.01%	2073
2022 Q1	–	Sell	-10,087	Closed	-$29K	–	4217
2021 Q4	$29K	Sell	10,087 -53,892	-84%	-$173K	﹤0.01%	3664
2021 Q3	$193K	Buy	63,979 +38,673	+153%	+$153K	﹤0.01%	2808
2021 Q2	$152K	Sell	25,306 -58,921	-70%	-$253K	﹤0.01%	2495
2021 Q1	$427K	Buy	+84,227	New	+$377K	﹤0.01%	2004
2016 Q2	–	Sell	-74,201	Closed	-$864K	–	1205
2016 Q1	$864K	Sell	74,201 -159,579	-68%	-$1.08M	0.01%	746
2015 Q4	$2.21M	Buy	+233,780	New	+$2.23M	0.02%	544

Other funds holding YRD

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management

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

Renaissance Technologies

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

RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return

Banco BTG Pactual Rio De Janeiro, Brazil $513M AUM 41.39% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return