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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

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Vanguard Group
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JP Morgan Chase
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Massachusetts Financial Services
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return