Annapolis Financial Services’s Yum China YUMC Stock Holding History

Annapolis Financial Services’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
2024 Q1	–	Sell	-80	Closed	-$3.4K	–	476
2023 Q4	$3.4K	Hold	80	–	–	﹤0.01%	414
2023 Q3	$4.46K	Hold	80	–	–	﹤0.01%	394
2023 Q2	$4.52K	Hold	80	–	–	﹤0.01%	401
2023 Q1	$5.07K	Hold	80	–	–	﹤0.01%	363
2022 Q4	$4.37K	Hold	80	–	–	﹤0.01%	361
2022 Q3	$4K	Sell	80 -80	-50%	-$3.84K	﹤0.01%	424
2022 Q2	$8K	Hold	160	–	–	﹤0.01%	309
2022 Q1	$7K	Hold	160	–	–	﹤0.01%	322
2021 Q4	$8K	Hold	160	–	–	﹤0.01%	321
2021 Q3	$9K	Hold	160	–	–	﹤0.01%	300
2021 Q2	$11K	Hold	160	–	–	﹤0.01%	263
2021 Q1	$9K	Hold	160	–	–	﹤0.01%	268
2020 Q4	$9K	Buy	+160	New	+$8.99K	﹤0.01%	264

Other funds holding YUMC

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAM

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

PCM

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

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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

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

Annapolis Financial Services's YUMC Position: Q1 2024 in Review

Annapolis Financial Services sold out of Yum China (YUMC) in Q1 2024, closing a stake of 80 shares — an estimated $3.4K sold.

Annapolis Financial Services first reported a position in YUMC in Q4 2020 and held it in 13 quarters. The position peaked at $11K in Q2 2021. 673 funds tracked by Wall St. Rank hold YUMC as of Q1 2024.

Annapolis Financial Services reported no remaining Yum China position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 80 Yum China shares in Q1 2024, an estimated $3.4K.
Annapolis Financial Services first reported a position in Yum China in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's Yum China position peaked at $11K in Q2 2021.
673 funds tracked by Wall St. Rank held Yum China as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.