SAM
YRD

Secure Asset Management’s Yiren Digital YRD Stock Holding History

Secure 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
Q3 		– Sell
-68,444
Closed -$310K – 325
2024
Q2 		$310K Buy
+68,444
New +$336K 0.06% 226

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 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

Secure Asset Management's YRD Position: Q3 2024 in Review

Secure Asset Management sold out of Yiren Digital (YRD) in Q3 2024, closing a stake of 68,444 shares — an estimated $310K sold.

Secure Asset Management first reported a position in YRD in Q2 2024 and held it in 1 quarter. The position peaked at $310K in Q2 2024. 24 funds tracked by Wall St. Rank hold YRD as of Q3 2024.

  • Secure Asset Management reported no remaining Yiren Digital position as of Q3 2024 after selling out during the quarter.
  • Secure Asset Management sold 68,444 Yiren Digital shares in Q3 2024, an estimated $310K.
  • Secure Asset Management first reported a position in Yiren Digital in Q2 2024 and held it in 1 quarter.
  • Secure Asset Management's Yiren Digital position peaked at $310K in Q2 2024.
  • 24 funds tracked by Wall St. Rank held Yiren Digital as of Q3 2024.

Based on Secure Asset Management's 13F filing for Q3 2024, filed 16 Oct 2024.