Bourgeon Capital Management’s Yum China YUMC Stock Holding History

Bourgeon Capital 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 Q1	–	Sell	-73	Closed	-$3.99K	–	379
2022 Q4	$3.99K	Buy	+73	New	+$3.71K	﹤0.01%	283
2022 Q3	–	Sell	-548	Closed	-$27K	–	453
2022 Q2	$27K	Buy	548 +1	+0.2%	+$42	0.01%	165
2022 Q1	$23K	Buy	+547	New	+$25.8K	0.01%	184

Other funds holding YUMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bourgeon Capital Management's YUMC Position: Q1 2023 in Review

Bourgeon Capital Management sold out of Yum China (YUMC) in Q1 2023, closing a stake of 73 shares — an estimated $3.99K sold.

Bourgeon Capital Management first reported a position in YUMC in Q1 2022 and held it in 3 quarters. The position peaked at $27K in Q2 2022. 744 funds tracked by Wall St. Rank hold YUMC as of Q1 2023.

Bourgeon Capital Management reported no remaining Yum China position as of Q1 2023 after selling out during the quarter.
Bourgeon Capital Management sold 73 Yum China shares in Q1 2023, an estimated $3.99K.
Bourgeon Capital Management first reported a position in Yum China in Q1 2022 and held it in 3 quarters.
Bourgeon Capital Management's Yum China position peaked at $27K in Q2 2022.
744 funds tracked by Wall St. Rank held Yum China as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.