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Dixon Hughes Goodman Wealth Advisors’s Yum China YUMC Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$11K Buy
264
+13
+5% +$612 ﹤0.01% 510
2021
Q4 		$13K Buy
+251
New +$13.6K ﹤0.01% 429

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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's YUMC Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Yum China (YUMC) stake by 5.2% in Q1 2022, buying an estimated $612 and bringing the position to 264 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Dixon Hughes Goodman Wealth Advisors first reported a position in YUMC in Q4 2021 and has held it in 2 quarters since. The position peaked at $13K in Q4 2021. 670 funds tracked by Wall St. Rank hold YUMC as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 264 shares of Yum China worth $11K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 13 Yum China shares in Q1 2022, an estimated $612.
  • Yum China made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #510 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Yum China in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Yum China position peaked at $13K in Q4 2021.
  • 670 funds tracked by Wall St. Rank held Yum China as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.