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Advisor Partners’s Yum China YUMC Stock Holding History

Advisor Partners’s Portfolio YUMC Stock Details YUMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$285K Sell
5,868
-139
-2% -$5.85K 0.02% 660
2022
Q1 		$250K Sell
6,007
-73
-1% -$3.44K 0.02% 735
2021
Q4 		$304K Sell
6,080
-22
-0.4% -$1.19K 0.02% 662
2021
Q3 		$355K Sell
6,102
-127
-2% -$7.81K 0.02% 585
2021
Q2 		$413K Buy
6,229
+850
+16% +$54.2K 0.03% 560
2021
Q1 		$318K Sell
5,379
-1,192
-18% -$71.2K 0.02% 613
2020
Q4 		$375K Sell
6,571
-734
-10% -$41.2K 0.03% 532
2020
Q3 		$387K Sell
7,305
-187
-2% -$9.9K 0.03% 462
2020
Q2 		$360K Sell
7,492
-118
-2% -$5.57K 0.03% 465
2020
Q1 		$324K Buy
7,610
+24
+0.3% +$1.07K 0.04% 419
2019
Q4 		$369K Buy
7,586
+140
+2% +$6.22K 0.04% 423
2019
Q3 		$338K Buy
7,446
+1,853
+33% +$82.8K 0.04% 427
2019
Q2 		$258K Sell
5,593
-101
-2% -$4.38K 0.03% 509
2019
Q1 		$256K Sell
5,694
-687
-11% -$27.1K 0.03% 497
2018
Q4 		$214K Sell
6,381
-143
-2% -$4.91K 0.03% 527
2018
Q3 		$229K Buy
6,524
+257
+4% +$9.16K 0.03% 551
2018
Q2 		$241K Buy
6,267
+500
+9% +$19.8K 0.04% 482
2018
Q1 		$239K Sell
5,767
-611
-10% -$26.3K 0.04% 468
2017
Q4 		$293K Sell
6,378
-257
-4% -$10.6K 0.05% 413
2017
Q3 		$265K Sell
6,635
-176
-3% -$6.56K 0.05% 380
2017
Q2 		$269K Buy
+6,811
New +$246K 0.06% 364

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisor Partners's YUMC Position: Q2 2022 in Review

Advisor Partners reduced its Yum China (YUMC) stake by 2.3% in Q2 2022, selling an estimated $5.85K and leaving 5,868 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #660.

Advisor Partners first reported a position in YUMC in Q2 2017 and has held it in 21 quarters since. The position peaked at $413K in Q2 2021. 685 funds tracked by Wall St. Rank hold YUMC as of Q2 2022.

  • Advisor Partners held 5,868 shares of Yum China worth $285K as of Q2 2022.
  • Advisor Partners sold 139 Yum China shares in Q2 2022, an estimated $5.85K.
  • Yum China made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #660 holding.
  • Advisor Partners first reported a position in Yum China in Q2 2017 and has held it in 21 quarters since.
  • Advisor Partners's Yum China position peaked at $413K in Q2 2021.
  • 685 funds tracked by Wall St. Rank held Yum China as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.