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Baron Financial Group’s Yum China YUMC Stock Holding History

Baron Financial Group’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
2022
Q3 		– Sell
-236
Closed -$11.4K – 209
2022
Q2 		$11.4K Hold
236
– – 0.01% 143
2022
Q1 		$9.8K Hold
236
– – 0.01% 163
2021
Q4 		$11.8K Hold
236
– – 0.01% 163
2021
Q3 		$13.7K Hold
236
– – 0.01% 154
2021
Q2 		$15.6K Hold
236
– – 0.01% 155
2021
Q1 		$14K Hold
236
– – 0.01% 158
2020
Q4 		$13.5K Hold
236
– – 0.01% 155
2020
Q3 		$12.5K Buy
+236
New +$12.5K 0.01% 161

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
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
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baron Financial Group's YUMC Position: Q3 2022 in Review

Baron Financial Group sold out of Yum China (YUMC) in Q3 2022, closing a stake of 236 shares — an estimated $11.4K sold.

Baron Financial Group first reported a position in YUMC in Q3 2020 and held it in 8 quarters. The position peaked at $15.6K in Q2 2021. 664 funds tracked by Wall St. Rank hold YUMC as of Q3 2022.

  • Baron Financial Group reported no remaining Yum China position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 236 Yum China shares in Q3 2022, an estimated $11.4K.
  • Baron Financial Group first reported a position in Yum China in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Yum China position peaked at $15.6K in Q2 2021.
  • 664 funds tracked by Wall St. Rank held Yum China as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.