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Baldwin Wealth Partners’s Yum China YUMC Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-205
Closed -$9.23K – 1063
2024
Q3 		$9.23K Buy
+205
New +$6.82K ﹤0.01% 807
2020
Q1 		– Sell
-400
Closed -$19K – 575
2019
Q4 		$19K Hold
400
– – ﹤0.01% 411
2019
Q3 		$18K Hold
400
– – ﹤0.01% 413
2019
Q2 		$18K Sell
400
-225
-36% -$9.77K ﹤0.01% 407
2019
Q1 		$28K Buy
+625
New +$24.6K ﹤0.01% 367

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baldwin Wealth Partners's YUMC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Yum China (YUMC) in Q4 2024, closing a stake of 205 shares — an estimated $9.23K sold.

Baldwin Wealth Partners first reported a position in YUMC in Q1 2019 and held it in 5 quarters. The position peaked at $28K in Q1 2019. 715 funds tracked by Wall St. Rank hold YUMC as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Yum China position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 205 Yum China shares in Q4 2024, an estimated $9.23K.
  • Baldwin Wealth Partners first reported a position in Yum China in Q1 2019 and held it in 5 quarters.
  • Baldwin Wealth Partners's Yum China position peaked at $28K in Q1 2019.
  • 715 funds tracked by Wall St. Rank held Yum China as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.