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Fortitude Advisory Group’s Yum China YUMC Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-84
Closed -$3K – 1336
2022
Q1 		$3K Hold
84
– – ﹤0.01% 1299
2021
Q4 		$4K Buy
+84
New +$4.56K ﹤0.01% 1267

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortitude Advisory Group's YUMC Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Yum China (YUMC) in Q2 2022, closing a stake of 84 shares — an estimated $3K sold.

Fortitude Advisory Group first reported a position in YUMC in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 683 funds tracked by Wall St. Rank hold YUMC as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Yum China position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 84 Yum China shares in Q2 2022, an estimated $3K.
  • Fortitude Advisory Group first reported a position in Yum China in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Yum China position peaked at $4K in Q4 2021.
  • 683 funds tracked by Wall St. Rank held Yum China as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.