Goodwin Investment Advisory’s Yum China YUMC Stock Holding History

Goodwin Investment 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
2023 Q1	–	Sell	-351	Closed	-$19.2K	–	218
2022 Q4	$19.2K	Hold	351	–	–	0.01%	124
2022 Q3	$17K	Buy	351 +143	+69%	+$6.87K	0.01%	133
2022 Q2	$10.1K	Sell	208 -152	-42%	-$6.4K	0.01%	114
2022 Q1	$15K	Buy	360 +152	+73%	+$7.16K	0.01%	130
2021 Q4	$10K	Hold	208	–	–	0.01%	125
2021 Q3	$12K	Sell	208 -20	-9%	-$1.23K	0.01%	110
2021 Q2	$17K	Buy	228 +20	+10%	+$1.28K	0.02%	103
2021 Q1	$12K	Hold	208	–	–	0.01%	114
2020 Q4	$12K	Buy	+208	New	+$11.7K	0.01%	65

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goodwin Investment Advisory's YUMC Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Yum China (YUMC) in Q1 2023, closing a stake of 351 shares — an estimated $19.2K sold.

Goodwin Investment Advisory first reported a position in YUMC in Q4 2020 and held it in 9 quarters. The position peaked at $19.2K in Q4 2022. 744 funds tracked by Wall St. Rank hold YUMC as of Q1 2023.

Goodwin Investment Advisory reported no remaining Yum China position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 351 Yum China shares in Q1 2023, an estimated $19.2K.
Goodwin Investment Advisory first reported a position in Yum China in Q4 2020 and held it in 9 quarters.
Goodwin Investment Advisory's Yum China position peaked at $19.2K in Q4 2022.
744 funds tracked by Wall St. Rank held Yum China as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.