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Dynamic Advisor Solutions’s Yum China YUMC Stock Holding History

Dynamic Advisor Solutions’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
-4,889
Closed -$200K – 971
2023
Q4 		$200K Sell
4,889
-608
-11% -$28.3K 0.01% 840
2023
Q3 		$306K Buy
5,497
+141
+3% +$7.89K 0.01% 654
2023
Q2 		$303K Buy
5,356
+46
+0.9% +$2.77K 0.02% 625
2023
Q1 		$337K Buy
5,310
+28
+0.5% +$1.69K 0.02% 569
2022
Q4 		$289K Sell
5,282
-878
-14% -$44.6K 0.02% 560
2022
Q3 		$292K Buy
6,160
+132
+2% +$6.34K 0.02% 538
2022
Q2 		$292K Buy
+6,028
New +$254K 0.02% 543

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

Dynamic Advisor Solutions's YUMC Position: Q1 2024 in Review

Dynamic Advisor Solutions sold out of Yum China (YUMC) in Q1 2024, closing a stake of 4,889 shares — an estimated $200K sold.

Dynamic Advisor Solutions first reported a position in YUMC in Q2 2022 and held it in 7 quarters. The position peaked at $337K in Q1 2023. 673 funds tracked by Wall St. Rank hold YUMC as of Q1 2024.

  • Dynamic Advisor Solutions reported no remaining Yum China position as of Q1 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,889 Yum China shares in Q1 2024, an estimated $200K.
  • Dynamic Advisor Solutions first reported a position in Yum China in Q2 2022 and held it in 7 quarters.
  • Dynamic Advisor Solutions's Yum China position peaked at $337K in Q1 2023.
  • 673 funds tracked by Wall St. Rank held Yum China as of Q1 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2024, filed 12 Apr 2024.