Gradient Capital Advisors’s Yum China YUMC Stock Holding History

Gradient Capital Advisors’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 Q4	–	Sell	-4,493	Closed	-$250K	–	145
2023 Q3	$250K	Hold	4,493	–	–	0.1%	127
2023 Q2	$254K	Hold	4,493	–	–	0.1%	130
2023 Q1	$285K	Sell	4,493 -1,032	-19%	-$62.3K	0.12%	115
2022 Q4	$302K	Hold	5,525	–	–	0.14%	105
2022 Q3	$261K	Buy	+5,525	New	+$265K	0.12%	109

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

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

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

BCF

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

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

Gradient Capital Advisors's YUMC Position: Q4 2023 in Review

Gradient Capital Advisors sold out of Yum China (YUMC) in Q4 2023, closing a stake of 4,493 shares — an estimated $250K sold.

Gradient Capital Advisors first reported a position in YUMC in Q3 2022 and held it in 5 quarters. The position peaked at $302K in Q4 2022. 682 funds tracked by Wall St. Rank hold YUMC as of Q4 2023.

Gradient Capital Advisors reported no remaining Yum China position as of Q4 2023 after selling out during the quarter.
Gradient Capital Advisors sold 4,493 Yum China shares in Q4 2023, an estimated $250K.
Gradient Capital Advisors first reported a position in Yum China in Q3 2022 and held it in 5 quarters.
Gradient Capital Advisors's Yum China position peaked at $302K in Q4 2022.
682 funds tracked by Wall St. Rank held Yum China as of Q4 2023.

Based on Gradient Capital Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.