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Heritage Financial Services’s Yum China YUMC Stock Holding History

Heritage Financial Services’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
-161
Closed -$7K – 521
2022
Q2 		$7K Buy
+161
New +$6.78K ﹤0.01% 331

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
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
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Financial Services's YUMC Position: Q3 2022 in Review

Heritage Financial Services sold out of Yum China (YUMC) in Q3 2022, closing a stake of 161 shares — an estimated $7K sold.

Heritage Financial Services first reported a position in YUMC in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 664 funds tracked by Wall St. Rank hold YUMC as of Q3 2022.

  • Heritage Financial Services reported no remaining Yum China position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 161 Yum China shares in Q3 2022, an estimated $7K.
  • Heritage Financial Services first reported a position in Yum China in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Yum China position peaked at $7K in Q2 2022.
  • 664 funds tracked by Wall St. Rank held Yum China as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.