Clear Perspectives Financial Planning’s Yum China YUMC Stock Holding History

Clear Perspectives Financial Planning’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	$23.8K	Hold	376	–	–	0.01%	106
2022 Q4	$20.5K	Hold	376	–	–	0.01%	121
2022 Q3	$18K	Hold	376	–	–	0.01%	128
2022 Q2	$18K	Sell	376 -16	-4%	-$674	0.01%	137
2022 Q1	$16K	Hold	392	–	–	0.01%	145
2021 Q4	$20K	Buy	392 +16	+4%	+$868	0.01%	146
2021 Q3	$22K	Hold	376	–	–	0.01%	134
2021 Q2	$25K	Hold	376	–	–	0.01%	129
2021 Q1	$22K	Hold	376	–	–	0.01%	128
2020 Q4	$21K	Buy	+376	New	+$21.1K	0.01%	120

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

Clear Perspectives Financial Planning's YUMC Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Yum China (YUMC) position steady in Q1 2023 at 376 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #106.

Clear Perspectives Financial Planning first reported a position in YUMC in Q4 2020 and has held it in 10 quarters since. The position peaked at $25K in Q2 2021. 744 funds tracked by Wall St. Rank hold YUMC as of Q1 2023.

Clear Perspectives Financial Planning held 376 shares of Yum China worth $23.8K as of Q1 2023.
Clear Perspectives Financial Planning left its Yum China share count unchanged in Q1 2023.
Yum China made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #106 holding.
Clear Perspectives Financial Planning first reported a position in Yum China in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Yum China position peaked at $25K in Q2 2021.
744 funds tracked by Wall St. Rank held Yum China as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.