Focused Wealth Management’s Yum China YUMC Stock Holding History

Focused 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 Q2	–	Sell	-465	Closed	-$29.5K	–	1131
2023 Q1	$29.5K	Buy	465 +1	+0.2%	+$60	0.01%	378
2022 Q4	$25.4K	Sell	464 -154	-25%	-$7.83K	0.01%	390
2022 Q3	$29K	Buy	618 +1	+0.2%	+$48	0.01%	341
2022 Q2	$30K	Buy	617 +2	+0.3%	+$84	0.01%	345
2022 Q1	$26K	Buy	615 +1	+0.2%	+$47	﹤0.01%	405
2021 Q4	$31K	Buy	+614	New	+$33.3K	﹤0.01%	430
2017 Q4	–	Sell	-600	Closed	-$24K	–	747
2017 Q3	$24K	Hold	600	–	–	0.01%	327
2017 Q2	$24K	Hold	600	–	–	0.01%	361
2017 Q1	$16K	Hold	600	–	–	0.01%	409
2016 Q4	$16K	Buy	+600	New	+$16.3K	0.01%	417

Other funds holding YUMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Focused Wealth Management's YUMC Position: Q2 2023 in Review

Focused Wealth Management sold out of Yum China (YUMC) in Q2 2023, closing a stake of 465 shares — an estimated $29.5K sold.

Focused Wealth Management first reported a position in YUMC in Q4 2016 and held it in 10 quarters. The position peaked at $31K in Q4 2021. 735 funds tracked by Wall St. Rank hold YUMC as of Q2 2023.

Focused Wealth Management reported no remaining Yum China position as of Q2 2023 after selling out during the quarter.
Focused Wealth Management sold 465 Yum China shares in Q2 2023, an estimated $29.5K.
Focused Wealth Management first reported a position in Yum China in Q4 2016 and held it in 10 quarters.
Focused Wealth Management's Yum China position peaked at $31K in Q4 2021.
735 funds tracked by Wall St. Rank held Yum China as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.