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Evercore Wealth Management’s Yum China YUMC Stock Holding History

Evercore Wealth Management’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
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% -$2.03K 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% -$7.58K ﹤0.01% 411
2021
Q4 		$263K Sell
5,272
-2,562
-33% -$139K ﹤0.01% 381
2021
Q3 		$455K Buy
7,834
+117
+2% +$7.19K 0.01% 302
2021
Q2 		$512K Sell
7,717
-16
-0.2% -$1.02K 0.01% 287
2021
Q1 		$457K Buy
7,733
+57
+0.7% +$3.41K 0.01% 306
2020
Q4 		$438K Buy
7,676
+62
+0.8% +$3.48K 0.01% 306
2020
Q3 		$403K Buy
7,614
+19
+0.3% +$1K 0.01% 284
2020
Q2 		$365K Buy
7,595
+1,584
+26% +$74.7K 0.01% 291
2020
Q1 		$256K Sell
6,011
-1,141
-16% -$50.9K 0.01% 316
2019
Q4 		$344K Buy
7,152
+665
+10% +$29.6K 0.01% 329
2019
Q3 		$294K Buy
+6,487
New +$290K 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% +$3.54K 0.01% 417
2017
Q2 		$128K Sell
3,260
-779
-19% -$28.1K ﹤0.01% 424
2017
Q1 		$110K Hold
4,039
– – ﹤0.01% 463
2016
Q4 		$105K Buy
+4,039
New +$110K ﹤0.01% 485

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evercore Wealth Management's YUMC Position: Q4 2023 in Review

Evercore Wealth Management sold out of Yum China (YUMC) in Q4 2023, closing a stake of 5,071 shares — an estimated $283K sold.

Evercore Wealth Management first reported a position in YUMC in Q4 2016 and held it in 22 quarters. The position peaked at $512K in Q2 2021. 683 funds tracked by Wall St. Rank hold YUMC as of Q4 2023.

  • Evercore Wealth Management reported no remaining Yum China position as of Q4 2023 after selling out during the quarter.
  • Evercore Wealth Management sold 5,071 Yum China shares in Q4 2023, an estimated $283K.
  • Evercore Wealth Management first reported a position in Yum China in Q4 2016 and held it in 22 quarters.
  • Evercore Wealth Management's Yum China position peaked at $512K in Q2 2021.
  • 683 funds tracked by Wall St. Rank held Yum China as of Q4 2023.

Based on Evercore Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.