Baker Tilly Wealth Management’s Yum China YUMC Stock Holding History

Baker Tilly 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
2023 Q4	–	Sell	-4,378	Closed	-$244K	–	494
2023 Q3	$244K	Sell	4,378 -9,575	-69%	-$536K	0.04%	402
2023 Q2	$788K	Buy	13,953 +771	+6%	+$46.5K	0.08%	245
2023 Q1	$836K	Buy	13,182 +706	+6%	+$42.6K	0.09%	231
2022 Q4	$682K	Buy	12,476 +2,545	+26%	+$129K	0.08%	259
2022 Q3	$470K	Sell	9,931 -1,879	-16%	-$90.2K	0.06%	304
2022 Q2	$573K	Buy	11,810 +1,267	+12%	+$53.4K	0.08%	266
2022 Q1	$438K	Buy	10,543 +1,381	+15%	+$65.1K	0.05%	370
2021 Q4	$457K	Buy	9,162 +1,142	+14%	+$62K	0.05%	371
2021 Q3	$466K	Buy	8,020 +1,717	+27%	+$106K	0.06%	330
2021 Q2	$418K	Buy	6,303 +638	+11%	+$40.7K	0.07%	320
2021 Q1	$335K	Buy	+5,665	New	+$339K	0.07%	333

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Baker Tilly Wealth Management's YUMC Position: Q4 2023 in Review

Baker Tilly Wealth Management sold out of Yum China (YUMC) in Q4 2023, closing a stake of 4,378 shares — an estimated $244K sold.

Baker Tilly Wealth Management first reported a position in YUMC in Q1 2021 and held it in 11 quarters. The position peaked at $836K in Q1 2023. 682 funds tracked by Wall St. Rank hold YUMC as of Q4 2023.

Baker Tilly Wealth Management reported no remaining Yum China position as of Q4 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 4,378 Yum China shares in Q4 2023, an estimated $244K.
Baker Tilly Wealth Management first reported a position in Yum China in Q1 2021 and held it in 11 quarters.
Baker Tilly Wealth Management's Yum China position peaked at $836K in Q1 2023.
682 funds tracked by Wall St. Rank held Yum China as of Q4 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.