Altavista Wealth Management’s Yum China YUMC Stock Holding History

Altavista Wealth Management’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
2021 Q4	$298K	Buy	5,974 +81	+1%	+$4.39K	0.06%	158
2021 Q3	$342K	Hold	5,893	–	–	0.08%	144
2021 Q2	$390K	Hold	5,893	–	–	0.09%	136
2021 Q1	$349K	Hold	5,893	–	–	0.09%	135
2020 Q4	$336K	Hold	5,893	–	–	0.09%	138
2020 Q3	$312K	Sell	5,893 -88	-1%	-$4.66K	0.09%	135
2020 Q2	$288K	Hold	5,981	–	–	0.08%	135
2020 Q1	$255K	Hold	5,981	–	–	0.09%	138
2019 Q4	$287K	Hold	5,981	–	–	0.09%	140
2019 Q3	$272K	Buy	+5,981	New	+$267K	0.08%	144

Other funds holding YUMC

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Altavista Wealth Management's YUMC Position: Q4 2021 in Review

Altavista Wealth Management increased its Yum China (YUMC) stake by 1.4% in Q4 2021, buying an estimated $4.39K and bringing the position to 5,974 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #158.

Altavista Wealth Management first reported a position in YUMC in Q3 2019 and has held it in 10 quarters since. The position peaked at $390K in Q2 2021. 761 funds tracked by Wall St. Rank hold YUMC as of Q4 2021.

Altavista Wealth Management held 5,974 shares of Yum China worth $298K as of Q4 2021.
Altavista Wealth Management bought 81 Yum China shares in Q4 2021, an estimated $4.39K.
Yum China made up 0.06% of Altavista Wealth Management's portfolio in Q4 2021, its #158 holding.
Altavista Wealth Management first reported a position in Yum China in Q3 2019 and has held it in 10 quarters since.
Altavista Wealth Management's Yum China position peaked at $390K in Q2 2021.
761 funds tracked by Wall St. Rank held Yum China as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.