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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
2021
Q1 		– Sell
-4,000
Closed -$15K – 1024
2020
Q4 		$15K Buy
+4,000
New +$225K ﹤0.01% 518

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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. 736 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.
  • 736 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.