EWM
Evercore Wealth Management’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,071
| Closed | -$283K | – | 443 |
|
|
2023
Q3 | $283K | Hold |
5,071
| – | – | 0.01% | 328 |
|
|
2023
Q2 | $287K | Hold |
5,071
| – | – | 0.01% | 339 |
|
|
2023
Q1 | $321K | Hold |
5,071
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $277K | Sell |
5,071
-40
| -0.8% | -$2.19K | 0.01% | 333 |
|
|
2022
Q3 | $242K | Hold |
5,111
| – | – | 0.01% | 348 |
|
|
2022
Q2 | $248K | Hold |
5,111
| – | – | 0.01% | 347 |
|
|
2022
Q1 | $213K | Sell |
5,111
-161
| -3% | -$6.71K | ﹤0.01% | 411 |
|
|
2021
Q4 | $263K | Sell |
5,272
-2,562
| -33% | -$128K | ﹤0.01% | 381 |
|
|
2021
Q3 | $455K | Buy |
7,834
+117
| +2% | +$6.8K | 0.01% | 302 |
|
|
2021
Q2 | $512K | Sell |
7,717
-16
| -0.2% | -$1.06K | 0.01% | 287 |
|
|
2021
Q1 | $457K | Buy |
7,733
+57
| +0.7% | +$3.37K | 0.01% | 306 |
|
|
2020
Q4 | $438K | Buy |
7,676
+62
| +0.8% | +$3.54K | 0.01% | 305 |
|
|
2020
Q3 | $403K | Buy |
7,614
+19
| +0.3% | +$1.01K | 0.01% | 284 |
|
|
2020
Q2 | $365K | Buy |
7,595
+1,584
| +26% | +$76.1K | 0.01% | 291 |
|
|
2020
Q1 | $256K | Sell |
6,011
-1,141
| -16% | -$48.6K | 0.01% | 316 |
|
|
2019
Q4 | $344K | Buy |
7,152
+665
| +10% | +$32K | 0.01% | 329 |
|
|
2019
Q3 | $294K | Buy |
+6,487
| New | +$294K | 0.01% | 345 |
|
|
2018
Q1 | – | Sell |
-3,355
| Closed | -$134K | – | 822 |
|
|
2017
Q4 | $134K | Hold |
3,355
| – | – | 0.01% | 420 |
|
|
2017
Q3 | $134K | Buy |
3,355
+95
| +3% | +$3.79K | 0.01% | 417 |
|
|
2017
Q2 | $128K | Sell |
3,260
-779
| -19% | -$30.6K | ﹤0.01% | 422 |
|
|
2017
Q1 | $110K | Hold |
4,039
| – | – | ﹤0.01% | 462 |
|
|
2016
Q4 | $105K | Buy |
+4,039
| New | +$105K | ﹤0.01% | 484 |
|