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Axiom Investors’s Yum China YUMC Stock Holding History

Axiom Investors’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
2023
Q4 		– Sell
-1,407,670
Closed -$78.4M – 152
2023
Q3 		$78.4M Buy
1,407,670
+123,690
+10% +$6.92M 1.13% 26
2023
Q2 		$72.5M Buy
1,283,980
+202,351
+19% +$12.2M 1.08% 29
2023
Q1 		$68.6M Buy
1,081,629
+742,839
+219% +$44.8M 1.13% 29
2022
Q4 		$18.5M Buy
+338,790
New +$17.2M 0.36% 53
2021
Q4 		– Sell
-657,468
Closed -$38.2M – 132
2021
Q3 		$38.2M Sell
657,468
-256,683
-28% -$15.8M 0.63% 50
2021
Q2 		$60.6M Buy
+914,151
New +$58.3M 0.97% 34
2020
Q3 		– Sell
-154,320
Closed -$7.42M – 122
2020
Q2 		$7.42M Buy
154,320
+8,180
+6% +$386K 0.15% 59
2020
Q1 		$6.23M Sell
146,140
-391,620
-73% -$17.5M 0.16% 56
2019
Q4 		$25.8M Sell
537,760
-295,075
-35% -$13.1M 0.6% 50
2019
Q3 		$37.8M Buy
832,835
+247,360
+42% +$11M 1.02% 31
2019
Q2 		$27M Buy
585,475
+552,475
+1,674% +$24M 0.74% 39
2019
Q1 		$1.48M Sell
33,000
-37,400
-53% -$1.47M 0.05% 108
2018
Q4 		$2.36M Buy
70,400
+250
+0.4% +$8.58K 0.08% 103
2018
Q3 		$2.46M Buy
70,150
+4,150
+6% +$148K 0.07% 107
2018
Q2 		$2.54M Sell
66,000
-139,450
-68% -$5.52M 0.08% 117
2018
Q1 		$8.53M Buy
205,450
+134,250
+189% +$5.77M 0.21% 68
2017
Q4 		$2.85M Buy
71,200
+6,445
+10% +$265K 0.07% 105
2017
Q3 		$2.59M Buy
64,755
+5,100
+9% +$190K 0.06% 112
2017
Q2 		$2.35M Buy
59,655
+155
+0.3% +$5.59K 0.06% 118
2017
Q1 		$1.62M Hold
59,500
– – 0.04% 133
2016
Q4 		$1.55M Buy
+59,500
New +$1.62M 0.04% 135

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
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
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Axiom Investors's YUMC Position: Q4 2023 in Review

Axiom Investors sold out of Yum China (YUMC) in Q4 2023, closing a stake of 1,407,670 shares — an estimated $78.4M sold.

Axiom Investors first reported a position in YUMC in Q4 2016 and held it in 21 quarters. The position peaked at $78.4M in Q3 2023. 682 funds tracked by Wall St. Rank hold YUMC as of Q4 2023.

  • Axiom Investors reported no remaining Yum China position as of Q4 2023 after selling out during the quarter.
  • Axiom Investors sold 1,407,670 Yum China shares in Q4 2023, an estimated $78.4M.
  • Axiom Investors first reported a position in Yum China in Q4 2016 and held it in 21 quarters.
  • Axiom Investors's Yum China position peaked at $78.4M in Q3 2023.
  • 682 funds tracked by Wall St. Rank held Yum China as of Q4 2023.

Based on Axiom Investors's 13F filing for Q4 2023, filed 12 Feb 2024.