Belpointe Asset Management’s Yum China YUMC Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-1,382	Closed	-$87.6K	–	3447
2023 Q1	$87.6K	Buy	1,382 +27	+2%	+$1.63K	﹤0.01%	1387
2022 Q4	$74.1K	Buy	+1,355	New	+$68.9K	﹤0.01%	1401
2022 Q3	–	Sell	-8,775	Closed	-$425K	–	1244
2022 Q2	$425K	Buy	+8,775	New	+$370K	0.03%	557
2021 Q3	–	Sell	-2,330	Closed	-$154K	–	1250
2021 Q2	$154K	Buy	+2,330	New	+$149K	0.01%	942
2019 Q2	–	Sell	-2,858	Closed	-$128K	–	665
2019 Q1	$128K	Sell	2,858 -186	-6%	-$7.33K	0.03%	389
2018 Q4	$102K	Buy	3,044 +35	+1%	+$1.2K	0.03%	491
2018 Q3	$106K	Buy	+3,009	New	+$107K	0.02%	633
2018 Q1	–	Sell	-5,959	Closed	-$238K	–	498
2017 Q4	$238K	Buy	5,959 +208	+4%	+$8.56K	0.05%	386
2017 Q3	$230K	Buy	+5,751	New	+$214K	0.05%	375

Other funds holding YUMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Belpointe Asset Management's YUMC Position: Q2 2023 in Review

Belpointe Asset Management sold out of Yum China (YUMC) in Q2 2023, closing a stake of 1,382 shares — an estimated $87.6K sold.

Belpointe Asset Management first reported a position in YUMC in Q3 2017 and held it in 9 quarters. The position peaked at $425K in Q2 2022. 735 funds tracked by Wall St. Rank hold YUMC as of Q2 2023.

Belpointe Asset Management reported no remaining Yum China position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,382 Yum China shares in Q2 2023, an estimated $87.6K.
Belpointe Asset Management first reported a position in Yum China in Q3 2017 and held it in 9 quarters.
Belpointe Asset Management's Yum China position peaked at $425K in Q2 2022.
735 funds tracked by Wall St. Rank held Yum China as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.