Clear Point Advisors’s Yum China YUMC Stock Holding History

Clear Point 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
2024 Q4	–	Sell	-150	Closed	-$6.75K	–	552
2024 Q3	$6.75K	Hold	150	–	–	0.01%	369
2024 Q2	$4.63K	Hold	150	–	–	﹤0.01%	390
2024 Q1	$5.97K	Hold	150	–	–	﹤0.01%	371
2023 Q4	$6.37K	Buy	+150	New	+$6.98K	0.01%	355

Other funds holding YUMC

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

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

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

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clear Point Advisors's YUMC Position: Q4 2024 in Review

Clear Point Advisors sold out of Yum China (YUMC) in Q4 2024, closing a stake of 150 shares — an estimated $6.75K sold.

Clear Point Advisors first reported a position in YUMC in Q4 2023 and held it in 4 quarters. The position peaked at $6.75K in Q3 2024. 715 funds tracked by Wall St. Rank hold YUMC as of Q4 2024.

Clear Point Advisors reported no remaining Yum China position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 150 Yum China shares in Q4 2024, an estimated $6.75K.
Clear Point Advisors first reported a position in Yum China in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Yum China position peaked at $6.75K in Q3 2024.
715 funds tracked by Wall St. Rank held Yum China as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.