Gateway Advisory’s Yum China YUMC Stock Holding History

Gateway Advisory’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
2024 Q3	$619K	Sell	13,750 -60	-0.4%	-$2K	0.1%	84
2024 Q2	$426K	Buy	13,810 +1,117	+9%	+$40.9K	0.07%	98
2024 Q1	$505K	Buy	12,693 +1,996	+19%	+$78.8K	0.09%	88
2023 Q4	$454K	Buy	+10,697	New	+$498K	0.09%	73

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Gateway Advisory's YUMC Position: Q3 2024 in Review

Gateway Advisory reduced its Yum China (YUMC) stake by 0.43% in Q3 2024, selling an estimated $2K and leaving 13,750 shares worth $619K. The position accounts for 0.1% of the portfolio, ranked #84.

Gateway Advisory first reported a position in YUMC in Q4 2023 and has held it in 4 quarters since. 680 funds tracked by Wall St. Rank hold YUMC as of Q3 2024.

Gateway Advisory held 13,750 shares of Yum China worth $619K as of Q3 2024.
Gateway Advisory sold 60 Yum China shares in Q3 2024, an estimated $2K.
Yum China made up 0.1% of Gateway Advisory's portfolio in Q3 2024, its #84 holding.
Gateway Advisory first reported a position in Yum China in Q4 2023 and has held it in 4 quarters since.
680 funds tracked by Wall St. Rank held Yum China as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.