FWM
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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 – 1156
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
2021
Q1 		– Hold
0
– – – 1044
2020
Q4 		– Hold
0
– – – 938
2017
Q4 		– Sell
-600
Closed -$24K – 751
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return