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Diversified Portfolios Inc’s Yum China YUMC Stock Holding History

Diversified Portfolios Inc’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 		– Sell
-2,100
Closed -$115K – 146
2022
Q4 		$115K Sell
2,100
-1,528
-42% -$77.7K 0.03% 130
2022
Q3 		$172K Buy
+3,628
New +$174K 0.05% 130

Other funds holding YUMC

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
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
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
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diversified Portfolios Inc's YUMC Position: Q1 2023 in Review

Diversified Portfolios Inc sold out of Yum China (YUMC) in Q1 2023, closing a stake of 2,100 shares — an estimated $115K sold.

Diversified Portfolios Inc first reported a position in YUMC in Q3 2022 and held it in 2 quarters. The position peaked at $172K in Q3 2022. 744 funds tracked by Wall St. Rank hold YUMC as of Q1 2023.

  • Diversified Portfolios Inc reported no remaining Yum China position as of Q1 2023 after selling out during the quarter.
  • Diversified Portfolios Inc sold 2,100 Yum China shares in Q1 2023, an estimated $115K.
  • Diversified Portfolios Inc first reported a position in Yum China in Q3 2022 and held it in 2 quarters.
  • Diversified Portfolios Inc's Yum China position peaked at $172K in Q3 2022.
  • 744 funds tracked by Wall St. Rank held Yum China as of Q1 2023.

Based on Diversified Portfolios Inc's 13F filing for Q1 2023, filed 2 May 2023.