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Freedom Investment Management’s Yum China YUMC Stock Holding History

Freedom Investment 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
-17,583
Closed -$1.11M – 787
2023
Q1 		$1.11M Sell
17,583
-5,158
-23% -$311K 0.13% 211
2022
Q4 		$1.24M Buy
+22,741
New +$1.16M 0.14% 203
2022
Q1 		– Sell
-4,179
Closed -$208K – 968
2021
Q4 		$208K Buy
4,179
+86
+2% +$4.67K 0.02% 802
2021
Q3 		$238K Buy
4,093
+868
+27% +$53.4K 0.02% 706
2021
Q2 		$214K Buy
+3,225
New +$206K 0.02% 803

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

Freedom Investment Management's YUMC Position: Q2 2023 in Review

Freedom Investment Management sold out of Yum China (YUMC) in Q2 2023, closing a stake of 17,583 shares — an estimated $1.11M sold.

Freedom Investment Management first reported a position in YUMC in Q2 2021 and held it in 5 quarters. The position peaked at $1.24M in Q4 2022. 735 funds tracked by Wall St. Rank hold YUMC as of Q2 2023.

  • Freedom Investment Management reported no remaining Yum China position as of Q2 2023 after selling out during the quarter.
  • Freedom Investment Management sold 17,583 Yum China shares in Q2 2023, an estimated $1.11M.
  • Freedom Investment Management first reported a position in Yum China in Q2 2021 and held it in 5 quarters.
  • Freedom Investment Management's Yum China position peaked at $1.24M in Q4 2022.
  • 735 funds tracked by Wall St. Rank held Yum China as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.