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Checchi Capital Advisers’s Yum China YUMC Stock Holding History

Checchi Capital Advisers’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
Q4 		– Sell
-5,221
Closed -$291K – 572
2023
Q3 		$291K Hold
5,221
– – 0.03% 411
2023
Q2 		$295K Sell
5,221
-22
-0.4% -$1.33K 0.03% 430
2023
Q1 		$332K Sell
5,243
-56
-1% -$3.38K 0.03% 381
2022
Q4 		$290K Sell
5,299
-86
-2% -$4.37K 0.03% 405
2022
Q3 		$255K Buy
5,385
+145
+3% +$6.96K 0.02% 432
2022
Q2 		$255K Buy
+5,240
New +$221K 0.02% 474
2022
Q1 		– Sell
-4,169
Closed -$208K – 575
2021
Q4 		$208K Sell
4,169
-589
-12% -$32K 0.02% 498
2021
Q3 		$276K Buy
4,758
+229
+5% +$14.1K 0.03% 391
2021
Q2 		$300K Buy
4,529
+172
+4% +$11K 0.03% 367
2021
Q1 		$258K Buy
4,357
+296
+7% +$17.7K 0.03% 416
2020
Q4 		$232K Sell
4,061
-511
-11% -$28.7K 0.02% 418
2020
Q3 		$242K Buy
+4,572
New +$242K 0.03% 358
2020
Q1 		– Sell
-4,476
Closed -$215K – 470
2019
Q4 		$215K Buy
+4,476
New +$199K 0.03% 398

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
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
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Checchi Capital Advisers's YUMC Position: Q4 2023 in Review

Checchi Capital Advisers sold out of Yum China (YUMC) in Q4 2023, closing a stake of 5,221 shares — an estimated $291K sold.

Checchi Capital Advisers first reported a position in YUMC in Q4 2019 and held it in 13 quarters. The position peaked at $332K in Q1 2023. 683 funds tracked by Wall St. Rank hold YUMC as of Q4 2023.

  • Checchi Capital Advisers reported no remaining Yum China position as of Q4 2023 after selling out during the quarter.
  • Checchi Capital Advisers sold 5,221 Yum China shares in Q4 2023, an estimated $291K.
  • Checchi Capital Advisers first reported a position in Yum China in Q4 2019 and held it in 13 quarters.
  • Checchi Capital Advisers's Yum China position peaked at $332K in Q1 2023.
  • 683 funds tracked by Wall St. Rank held Yum China as of Q4 2023.

Based on Checchi Capital Advisers's 13F filing for Q4 2023, filed 7 Feb 2024.