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Bar Harbor Wealth Management’s Yum China YUMC Stock Holding History

Bar Harbor 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
Q3 		– Sell
-3,684
Closed -$208K – 262
2023
Q2 		$208K Hold
3,684
– – 0.02% 242
2023
Q1 		$234K Hold
3,684
– – 0.02% 224
2022
Q4 		$201K Buy
+3,684
New +$187K 0.02% 240

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bar Harbor Wealth Management's YUMC Position: Q3 2023 in Review

Bar Harbor Wealth Management sold out of Yum China (YUMC) in Q3 2023, closing a stake of 3,684 shares — an estimated $208K sold.

Bar Harbor Wealth Management first reported a position in YUMC in Q4 2022 and held it in 3 quarters. The position peaked at $234K in Q1 2023. 700 funds tracked by Wall St. Rank hold YUMC as of Q3 2023.

  • Bar Harbor Wealth Management reported no remaining Yum China position as of Q3 2023 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 3,684 Yum China shares in Q3 2023, an estimated $208K.
  • Bar Harbor Wealth Management first reported a position in Yum China in Q4 2022 and held it in 3 quarters.
  • Bar Harbor Wealth Management's Yum China position peaked at $234K in Q1 2023.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q3 2023.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2023, filed 28 Nov 2023.