CFM Wealth Partners’s Yum China YUMC Stock Holding History

CFM Wealth Partners’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 Q4	–	Sell	-8,025	Closed	-$380K	–	166
2022 Q3	$380K	Sell	8,025 -1,261	-14%	-$60.6K	0.12%	119
2022 Q2	$450K	Sell	9,286 -231	-2%	-$9.73K	0.14%	112
2022 Q1	$395K	Hold	9,517	–	–	0.09%	130
2021 Q4	$471K	Hold	9,517	–	–	0.11%	114
2021 Q3	$553K	Hold	9,517	–	–	0.14%	106
2021 Q2	$631K	Hold	9,517	–	–	0.17%	90
2021 Q1	$564K	Buy	9,517 +400	+4%	+$23.9K	0.17%	90
2020 Q4	$520K	Hold	9,117	–	–	0.17%	87
2020 Q3	$482K	Hold	9,117	–	–	0.18%	87
2020 Q2	$438K	Hold	9,117	–	–	0.17%	87
2020 Q1	$389K	Hold	9,117	–	–	0.18%	86
2019 Q4	$452K	Buy	+9,117	New	+$405K	0.17%	96

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

CFM Wealth Partners's YUMC Position: Q4 2022 in Review

CFM Wealth Partners sold out of Yum China (YUMC) in Q4 2022, closing a stake of 8,025 shares — an estimated $380K sold.

CFM Wealth Partners first reported a position in YUMC in Q4 2019 and held it in 12 quarters. The position peaked at $631K in Q2 2021. 733 funds tracked by Wall St. Rank hold YUMC as of Q4 2022.

CFM Wealth Partners reported no remaining Yum China position as of Q4 2022 after selling out during the quarter.
CFM Wealth Partners sold 8,025 Yum China shares in Q4 2022, an estimated $380K.
CFM Wealth Partners first reported a position in Yum China in Q4 2019 and held it in 12 quarters.
CFM Wealth Partners's Yum China position peaked at $631K in Q2 2021.
733 funds tracked by Wall St. Rank held Yum China as of Q4 2022.

Based on CFM Wealth Partners's 13F filing for Q4 2022, filed 20 Jan 2023.