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Cumberland Partners’s Yum China YUMC Stock Holding History

Cumberland 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
2024
Q1 		– Sell
-40,860
Closed -$2.28M – 220
2023
Q4 		$2.28M Sell
40,860
-1,500
-4% -$69.8K 0.21% 80
2023
Q3 		$2.36M Hold
42,360
– – 0.23% 80
2023
Q2 		$2.39M Buy
42,360
+32,360
+324% +$1.95M 0.22% 83
2023
Q1 		$634K Buy
+10,000
New +$604K 0.06% 124
2020
Q1 		– Sell
-19,250
Closed -$924K – 183
2019
Q4 		$924K Buy
+19,250
New +$856K 0.08% 118

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cumberland Partners's YUMC Position: Q1 2024 in Review

Cumberland Partners sold out of Yum China (YUMC) in Q1 2024, closing a stake of 40,860 shares — an estimated $2.28M sold.

Cumberland Partners first reported a position in YUMC in Q4 2019 and held it in 5 quarters. The position peaked at $2.39M in Q2 2023. 673 funds tracked by Wall St. Rank hold YUMC as of Q1 2024.

  • Cumberland Partners reported no remaining Yum China position as of Q1 2024 after selling out during the quarter.
  • Cumberland Partners sold 40,860 Yum China shares in Q1 2024, an estimated $2.28M.
  • Cumberland Partners first reported a position in Yum China in Q4 2019 and held it in 5 quarters.
  • Cumberland Partners's Yum China position peaked at $2.39M in Q2 2023.
  • 673 funds tracked by Wall St. Rank held Yum China as of Q1 2024.

Based on Cumberland Partners's 13F filing for Q1 2024, filed 9 May 2024.