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Summit Financial Strategies’s Jayud Global Logistics JYD Stock Holding History

Summit Financial Strategies’s Portfolio JYD Stock Details JYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-355
Closed -$2.44K – 169
2025
Q3 		$2.44K Hold
355
– – ﹤0.01% 158
2025
Q2 		$3.59K Sell
355
-145
-29% -$2.72K ﹤0.01% 155
2025
Q1 		$192K Buy
+500
New +$96.8K 0.02% 141

Other funds holding JYD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Summit Financial Strategies's JYD Position: Q4 2025 in Review

Summit Financial Strategies sold out of Jayud Global Logistics (JYD) in Q4 2025, closing a stake of 355 shares — an estimated $2.44K sold.

Summit Financial Strategies first reported a position in JYD in Q1 2025 and held it in 3 quarters. The position peaked at $192K in Q1 2025. 5 funds tracked by Wall St. Rank hold JYD as of Q4 2025.

  • Summit Financial Strategies reported no remaining Jayud Global Logistics position as of Q4 2025 after selling out during the quarter.
  • Summit Financial Strategies sold 355 Jayud Global Logistics shares in Q4 2025, an estimated $2.44K.
  • Summit Financial Strategies first reported a position in Jayud Global Logistics in Q1 2025 and held it in 3 quarters.
  • Summit Financial Strategies's Jayud Global Logistics position peaked at $192K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Jayud Global Logistics as of Q4 2025.

Based on Summit Financial Strategies's 13F filing for Q4 2025, filed 27 Jan 2026.