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Girard Partners’s Yum China YUMC Stock Holding History

Girard Partners’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
Q1 		– Sell
-4,083
Closed -$203K – 263
2021
Q4 		$203K Hold
4,083
– – 0.02% 227
2021
Q3 		$237K Sell
4,083
-31
-0.8% -$1.91K 0.03% 214
2021
Q2 		$272K Hold
4,114
– – 0.04% 210
2021
Q1 		$243K Hold
4,114
– – 0.04% 203
2020
Q4 		$234K Sell
4,114
-360
-8% -$20.2K 0.04% 198
2020
Q3 		$236K Hold
4,474
– – 0.04% 194
2020
Q2 		$215K Buy
+4,474
New +$211K 0.04% 197
2018
Q4 		– Sell
-1,439
Closed -$50K – 843
2018
Q3 		$50K Sell
1,439
-4,000
-74% -$143K 0.01% 448
2018
Q2 		$209K Sell
5,439
-200
-4% -$7.92K 0.04% 248
2018
Q1 		$234K Sell
5,639
-65
-1% -$2.79K 0.05% 213
2017
Q4 		$228K Buy
5,704
+225
+4% +$9.26K 0.04% 244
2017
Q3 		$219K Sell
5,479
-566
-9% -$21.1K 0.05% 231
2017
Q2 		$238K Buy
+6,045
New +$218K 0.05% 231

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PCM
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T. Rowe Price Associates
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State Street
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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