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Crestwood Advisors Group’s Yum China YUMC Stock Holding History

Crestwood Advisors Group’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
2021
Q4 		– Sell
-3,642
Closed -$212K – 304
2021
Q3 		$212K Hold
3,642
– – 0.01% 258
2021
Q2 		$241K Sell
3,642
-18
-0.5% -$1.15K 0.01% 246
2021
Q1 		$217K Buy
3,660
+1
+0% +$60 0.01% 248
2020
Q4 		$209K Buy
+3,659
New +$205K 0.01% 253
2017
Q2 		– Sell
-542
Closed -$19K – 447
2017
Q1 		$19K Buy
+542
New +$14.5K ﹤0.01% 385

Other funds holding YUMC

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Crestwood Advisors Group's YUMC Position: Q4 2021 in Review

Crestwood Advisors Group sold out of Yum China (YUMC) in Q4 2021, closing a stake of 3,642 shares — an estimated $212K sold.

Crestwood Advisors Group first reported a position in YUMC in Q1 2017 and held it in 5 quarters. The position peaked at $241K in Q2 2021. 760 funds tracked by Wall St. Rank hold YUMC as of Q4 2021.

  • Crestwood Advisors Group reported no remaining Yum China position as of Q4 2021 after selling out during the quarter.
  • Crestwood Advisors Group sold 3,642 Yum China shares in Q4 2021, an estimated $212K.
  • Crestwood Advisors Group first reported a position in Yum China in Q1 2017 and held it in 5 quarters.
  • Crestwood Advisors Group's Yum China position peaked at $241K in Q2 2021.
  • 760 funds tracked by Wall St. Rank held Yum China as of Q4 2021.

Based on Crestwood Advisors Group's 13F filing for Q4 2021, filed 15 Feb 2022.