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FDx Advisors’s Yum China YUMC Stock Holding History

FDx 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
2024
Q1 		– Sell
-7,207
Closed -$306K – 669
2023
Q4 		$306K Buy
7,207
+1,361
+23% +$63.4K 0.02% 525
2023
Q3 		$326K Sell
5,846
-5,852
-50% -$327K 0.03% 449
2023
Q2 		$661K Buy
11,698
+3,990
+52% +$241K 0.04% 383
2023
Q1 		$421K Hold
7,708
– – 0.02% 452
2022
Q4 		$421K Buy
7,708
+261
+4% +$13.3K 0.02% 452
2022
Q3 		$352K Sell
7,447
-3,920
-34% -$188K 0.02% 502
2022
Q2 		$551K Buy
11,367
+424
+4% +$17.9K 0.02% 449
2022
Q1 		$455K Sell
10,943
-1,748
-14% -$82.3K 0.02% 529
2021
Q4 		$633K Buy
12,691
+2,628
+26% +$143K 0.02% 467
2021
Q3 		$585K Sell
10,063
-79
-0.8% -$4.86K 0.02% 466
2021
Q2 		$672K Sell
10,142
-39
-0.4% -$2.49K 0.02% 432
2021
Q1 		$603K Buy
10,181
+242
+2% +$14.5K 0.02% 416
2020
Q4 		$567K Buy
9,939
+4,001
+67% +$225K 0.02% 403
2020
Q3 		$314K Sell
5,938
-6,291
-51% -$333K 0.01% 480
2020
Q2 		$588K Buy
12,229
+5,669
+86% +$267K 0.03% 312
2020
Q1 		$280K Sell
6,560
-12
-0.2% -$535 0.02% 398
2019
Q4 		$316K Sell
6,572
-3,711
-36% -$165K 0.02% 473
2019
Q3 		$467K Sell
10,283
-795
-7% -$35.5K 0.03% 362
2019
Q2 		$512K Buy
11,078
+3,933
+55% +$171K 0.02% 476
2019
Q1 		$321K Buy
7,145
+793
+12% +$31.2K 0.01% 578
2018
Q4 		$213K Sell
6,352
-906
-12% -$31.1K 0.02% 505
2018
Q3 		$255K Buy
+7,258
New +$259K 0.01% 758
2017
Q4 		– Sell
-23,369
Closed -$934K – 1317
2017
Q3 		$934K Buy
23,369
+1,656
+8% +$61.7K 0.03% 546
2017
Q2 		$856K Sell
21,713
-5,235
-19% -$189K 0.03% 571
2017
Q1 		$733K Buy
26,948
+7,726
+40% +$207K 0.02% 634
2016
Q4 		$502K Buy
+19,222
New +$523K 0.01% 769

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.41B AUM 8.17% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

FDx Advisors's YUMC Position: Q1 2024 in Review

FDx Advisors sold out of Yum China (YUMC) in Q1 2024, closing a stake of 7,207 shares — an estimated $306K sold.

FDx Advisors first reported a position in YUMC in Q4 2016 and held it in 26 quarters. The position peaked at $934K in Q3 2017. 674 funds tracked by Wall St. Rank hold YUMC as of Q1 2024.

  • FDx Advisors reported no remaining Yum China position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 7,207 Yum China shares in Q1 2024, an estimated $306K.
  • FDx Advisors first reported a position in Yum China in Q4 2016 and held it in 26 quarters.
  • FDx Advisors's Yum China position peaked at $934K in Q3 2017.
  • 674 funds tracked by Wall St. Rank held Yum China as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.