Federated Hermes
YUMC icon

Federated Hermes’s Yum China YUMC Stock Holding History

Federated Hermes’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
Q2 		– Sell
-495
Closed -$19.7K – 2152
2024
Q1 		$19.7K Sell
495
-1,576
-76% -$62.2K ﹤0.01% 1727
2023
Q4 		$87.9K Buy
2,071
+218
+12% +$10.1K ﹤0.01% 1594
2023
Q3 		$103K Buy
1,853
+76
+4% +$4.25K ﹤0.01% 1603
2023
Q2 		$100K Sell
1,777
-610
-26% -$36.8K ﹤0.01% 1617
2023
Q1 		$151K Buy
2,387
+412
+21% +$24.9K ﹤0.01% 1622
2022
Q4 		$108K Sell
1,975
-191
-9% -$9.71K ﹤0.01% 1623
2022
Q3 		$103K Buy
2,166
+1,939
+854% +$93.1K ﹤0.01% 1608
2022
Q2 		$11K Buy
+227
New +$9.56K ﹤0.01% 1825
2022
Q1 		– Sell
-115
Closed -$6K – 2336
2021
Q4 		$6K Sell
115
-186
-62% -$10.1K ﹤0.01% 1983
2021
Q3 		$17K Sell
301
-2,681
-90% -$165K ﹤0.01% 1944
2021
Q2 		$198K Sell
2,982
-230
-7% -$14.7K ﹤0.01% 1674
2021
Q1 		$190K Buy
3,212
+204
+7% +$12.2K ﹤0.01% 1700
2020
Q4 		$172K Buy
3,008
+1,889
+169% +$106K ﹤0.01% 1690
2020
Q3 		$59K Sell
1,119
-1,253
-53% -$66.3K ﹤0.01% 1779
2020
Q2 		$114K Buy
+2,372
New +$112K ﹤0.01% 1693
2020
Q1 		– Sell
-586
Closed -$28K – 2367
2019
Q4 		$28K Buy
586
+496
+551% +$22K ﹤0.01% 1800
2019
Q3 		$4K Hold
90
– – ﹤0.01% 1981
2019
Q2 		$4K Hold
90
– – ﹤0.01% 2023
2019
Q1 		$4K Sell
90
-18,755
-100% -$739K ﹤0.01% 2010
2018
Q4 		$632K Sell
18,845
-958
-5% -$32.9K ﹤0.01% 1399
2018
Q3 		$695K Buy
19,803
+12,494
+171% +$445K ﹤0.01% 1427
2018
Q2 		$281K Buy
+7,309
New +$290K ﹤0.01% 1493
2017
Q2 		– Sell
-3,800
Closed -$103K – 2195
2017
Q1 		$103K Hold
3,800
– – ﹤0.01% 1563
2016
Q4 		$99K Buy
+3,800
New +$103K ﹤0.01% 1576

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Federated Hermes's YUMC Position: Q2 2024 in Review

Federated Hermes sold out of Yum China (YUMC) in Q2 2024, closing a stake of 495 shares — an estimated $19.7K sold.

Federated Hermes first reported a position in YUMC in Q4 2016 and held it in 24 quarters. The position peaked at $695K in Q3 2018. 628 funds tracked by Wall St. Rank hold YUMC as of Q2 2024.

  • Federated Hermes reported no remaining Yum China position as of Q2 2024 after selling out during the quarter.
  • Federated Hermes sold 495 Yum China shares in Q2 2024, an estimated $19.7K.
  • Federated Hermes first reported a position in Yum China in Q4 2016 and held it in 24 quarters.
  • Federated Hermes's Yum China position peaked at $695K in Q3 2018.
  • 628 funds tracked by Wall St. Rank held Yum China as of Q2 2024.

Based on Federated Hermes's 13F filing for Q2 2024, filed 8 Aug 2024.