Altium Wealth Management’s Yum China YUMC Stock Holding History

Altium 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
2022 Q2	$215K	Buy	+4,423	New	+$186K	0.02%	346
2022 Q1	–	Sell	-4,698	Closed	-$234K	–	400
2021 Q4	$234K	Buy	4,698 +84	+2%	+$4.56K	0.02%	347
2021 Q3	$268K	Sell	4,614 -65	-1%	-$4K	0.02%	320
2021 Q2	$310K	Hold	4,679	–	–	0.02%	311
2021 Q1	$277K	Hold	4,679	–	–	0.02%	311
2020 Q4	$267K	Sell	4,679 -390	-8%	-$21.9K	0.02%	303
2020 Q3	$268K	Hold	5,069	–	–	0.03%	282
2020 Q2	$244K	Sell	5,069 -225	-4%	-$10.6K	0.03%	290
2020 Q1	$226K	Sell	5,294 -596	-10%	-$26.6K	0.03%	277
2019 Q4	$283K	Buy	5,890 +265	+5%	+$11.8K	0.03%	228
2019 Q3	$256K	Hold	5,625	–	–	0.03%	232
2019 Q2	$260K	Sell	5,625 -10	-0.2%	-$434	0.04%	232
2019 Q1	$253K	Buy	+5,635	New	+$222K	0.04%	229
2018 Q2	–	Sell	-4,966	Closed	-$206K	–	277
2018 Q1	$206K	Buy	+4,966	New	+$214K	0.08%	157

Other funds holding YUMC

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

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

GAM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Altium Wealth Management's YUMC Position: Q2 2022 in Review

Altium Wealth Management opened a new position in Yum China (YUMC) in Q2 2022: 4,423 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #346 among its holdings. This is a return to the name: Altium Wealth Management previously reported a position in YUMC as recently as Q4 2021.

Altium Wealth Management first reported a position in YUMC in Q1 2018 and has held it in 14 quarters since. The position peaked at $310K in Q2 2021. 683 funds tracked by Wall St. Rank hold YUMC as of Q2 2022.

Altium Wealth Management held 4,423 shares of Yum China worth $215K as of Q2 2022.
Yum China was a new Altium Wealth Management position in Q2 2022.
Yum China made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #346 holding.
Altium Wealth Management first reported a position in Yum China in Q1 2018 and has held it in 14 quarters since.
Altium Wealth Management's Yum China position peaked at $310K in Q2 2021.
683 funds tracked by Wall St. Rank held Yum China as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.