Calamos Advisors
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Calamos Advisors’s Yum China YUMC Stock Holding History

Calamos Advisors’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
2025
Q2 		– Sell
-25,000
Closed -$1.2M – 995
2025
Q1 		$1.2M Sell
25,000
-75,500
-75% -$3.62M 0.01% 631
2024
Q4 		$4.52M Buy
+100,500
New +$4.77M 0.02% 531

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Calamos Advisors's YUMC Position: Q4 2019 in Review

Calamos Advisors sold out of Yum China (YUMC) in Q4 2019, closing a stake of 31,590 shares — an estimated $1.44M sold.

Calamos Advisors first reported a position in YUMC in Q4 2016 and held it in 4 quarters. The position peaked at $2.44M in Q4 2016. 701 funds tracked by Wall St. Rank hold YUMC as of Q4 2019.

  • Calamos Advisors reported no remaining Yum China position as of Q4 2019 after selling out during the quarter.
  • Calamos Advisors sold 31,590 Yum China shares in Q4 2019, an estimated $1.44M.
  • Calamos Advisors first reported a position in Yum China in Q4 2016 and held it in 4 quarters.
  • Calamos Advisors's Yum China position peaked at $2.44M in Q4 2016.
  • 701 funds tracked by Wall St. Rank held Yum China as of Q4 2019.

Based on Calamos Advisors's 13F filing for Q4 2019, filed 15 Jan 2020.