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HB Wealth Management’s Yum China YUMC Stock Holding History

HB Wealth Management’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
-4,059
Closed -$226K – 830
2023
Q3 		$226K Buy
4,059
+61
+2% +$3.41K ﹤0.01% 666
2023
Q2 		$226K Buy
3,998
+48
+1% +$2.9K ﹤0.01% 632
2023
Q1 		$250K Sell
3,950
-88
-2% -$5.31K ﹤0.01% 589
2022
Q4 		$221K Sell
4,038
-263
-6% -$13.4K ﹤0.01% 618
2022
Q3 		$204K Buy
4,301
+140
+3% +$6.72K ﹤0.01% 544
2022
Q2 		$202K Buy
+4,161
New +$175K ﹤0.01% 555
2022
Q1 		– Sell
-4,097
Closed -$204K – 629
2021
Q4 		$204K Buy
+4,097
New +$222K ﹤0.01% 493

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HB Wealth Management's YUMC Position: Q4 2023 in Review

HB Wealth Management sold out of Yum China (YUMC) in Q4 2023, closing a stake of 4,059 shares — an estimated $226K sold.

HB Wealth Management first reported a position in YUMC in Q4 2021 and held it in 7 quarters. The position peaked at $250K in Q1 2023. 682 funds tracked by Wall St. Rank hold YUMC as of Q4 2023.

  • HB Wealth Management reported no remaining Yum China position as of Q4 2023 after selling out during the quarter.
  • HB Wealth Management sold 4,059 Yum China shares in Q4 2023, an estimated $226K.
  • HB Wealth Management first reported a position in Yum China in Q4 2021 and held it in 7 quarters.
  • HB Wealth Management's Yum China position peaked at $250K in Q1 2023.
  • 682 funds tracked by Wall St. Rank held Yum China as of Q4 2023.

Based on HB Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.