Disciplined Investments’s Yum China YUMC Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-400	Closed	-$22.6K	–	1599
2023 Q2	$22.6K	Hold	400	–	–	0.01%	276
2023 Q1	$25.4K	Buy	+400	New	+$24.1K	0.01%	290
2022 Q4	–	Sell	-400	Closed	-$19K	–	1701
2022 Q3	$19K	Hold	400	–	–	0.01%	314
2022 Q2	$19K	Hold	400	–	–	0.01%	325
2022 Q1	$17K	Hold	400	–	–	0.01%	350
2021 Q4	$20K	Hold	400	–	–	0.01%	312
2021 Q3	$23K	Hold	400	–	–	0.01%	257
2021 Q2	$27K	Hold	400	–	–	0.01%	238
2021 Q1	$24K	Buy	+400	New	+$23.9K	0.01%	223
2020 Q3	–	Sell	-400	Closed	-$19K	–	451
2020 Q2	$19K	Hold	400	–	–	0.01%	231
2020 Q1	$17K	Hold	400	–	–	0.02%	235
2019 Q4	$19K	Buy	+400	New	+$17.8K	0.02%	245

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Disciplined Investments's YUMC Position: Q3 2023 in Review

Disciplined Investments sold out of Yum China (YUMC) in Q3 2023, closing a stake of 400 shares — an estimated $22.6K sold.

Disciplined Investments first reported a position in YUMC in Q4 2019 and held it in 12 quarters. The position peaked at $27K in Q2 2021. 700 funds tracked by Wall St. Rank hold YUMC as of Q3 2023.

Disciplined Investments reported no remaining Yum China position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 400 Yum China shares in Q3 2023, an estimated $22.6K.
Disciplined Investments first reported a position in Yum China in Q4 2019 and held it in 12 quarters.
Disciplined Investments's Yum China position peaked at $27K in Q2 2021.
700 funds tracked by Wall St. Rank held Yum China as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.