GoalVest Advisory’s Yum China YUMC Stock Holding History

GoalVest 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
2022 Q3	–	Sell	-194	Closed	-$9K	–	323
2022 Q2	$9K	Hold	194	–	–	0.01%	255
2022 Q1	$8K	Buy	+194	New	+$9.14K	﹤0.01%	255
2021 Q2	$13K	Hold	194	–	–	0.01%	192
2021 Q1	$11K	Hold	194	–	–	0.01%	159
2020 Q4	$11K	Buy	+194	New	+$10.9K	0.01%	166

Other funds holding YUMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

PCM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

GAM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

GoalVest Advisory's YUMC Position: Q3 2022 in Review

GoalVest Advisory sold out of Yum China (YUMC) in Q3 2022, closing a stake of 194 shares — an estimated $9K sold.

GoalVest Advisory first reported a position in YUMC in Q4 2020 and held it in 5 quarters. The position peaked at $13K in Q2 2021. 664 funds tracked by Wall St. Rank hold YUMC as of Q3 2022.

GoalVest Advisory reported no remaining Yum China position as of Q3 2022 after selling out during the quarter.
GoalVest Advisory sold 194 Yum China shares in Q3 2022, an estimated $9K.
GoalVest Advisory first reported a position in Yum China in Q4 2020 and held it in 5 quarters.
GoalVest Advisory's Yum China position peaked at $13K in Q2 2021.
664 funds tracked by Wall St. Rank held Yum China as of Q3 2022.

Based on GoalVest Advisory's 13F filing for Q3 2022, filed 11 Oct 2022.