Hoertkorn Richard Charles’s Yum China YUMC Stock Holding History

Hoertkorn Richard Charles’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
2024 Q1	–	Sell	-372	Closed	-$15.8K	–	83
2023 Q4	$15.8K	Buy	+372	New	+$17.3K	0.01%	65
2023 Q3	–	Sell	-372	Closed	-$21K	–	85
2023 Q2	$21K	Hold	372	–	–	0.01%	63
2023 Q1	$23.6K	Hold	372	–	–	0.01%	64
2022 Q4	$20.3K	Hold	372	–	–	0.01%	64
2022 Q3	$18K	Hold	372	–	–	0.01%	63
2022 Q2	$18K	Hold	372	–	–	0.01%	64
2022 Q1	$15K	Hold	372	–	–	0.01%	67
2021 Q4	$19K	Hold	372	–	–	0.01%	70
2021 Q3	$22K	Hold	372	–	–	0.01%	69
2021 Q2	$25K	Hold	372	–	–	0.01%	67
2021 Q1	$22K	Hold	372	–	–	0.01%	69
2020 Q4	$21K	Hold	372	–	–	0.01%	68
2020 Q3	$20K	Hold	372	–	–	0.01%	67
2020 Q2	$18K	Hold	372	–	–	0.01%	68
2020 Q1	$16K	Hold	372	–	–	0.01%	68
2019 Q4	$18K	Hold	372	–	–	0.01%	69
2019 Q3	$17K	Hold	372	–	–	0.01%	72
2019 Q2	$17K	Hold	372	–	–	0.01%	69
2019 Q1	$17K	Hold	372	–	–	0.01%	73
2018 Q4	$12K	Hold	372	–	–	0.01%	78
2018 Q3	$13K	Hold	372	–	–	0.01%	81
2018 Q2	$14K	Hold	372	–	–	0.01%	82
2018 Q1	$15K	Hold	372	–	–	0.01%	82
2017 Q4	$15K	Hold	372	–	–	0.01%	84
2017 Q3	$15K	Hold	372	–	–	0.01%	82
2017 Q2	$15K	Hold	372	–	–	0.01%	78
2017 Q1	$10K	Hold	372	–	–	0.01%	82
2016 Q4	$10K	Buy	+372	New	+$10.1K	0.01%	83

Other funds holding YUMC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hoertkorn Richard Charles's YUMC Position: Q1 2024 in Review

Hoertkorn Richard Charles sold out of Yum China (YUMC) in Q1 2024, closing a stake of 372 shares — an estimated $15.8K sold.

Hoertkorn Richard Charles first reported a position in YUMC in Q4 2016 and held it in 28 quarters. The position peaked at $25K in Q2 2021. 674 funds tracked by Wall St. Rank hold YUMC as of Q1 2024.

Hoertkorn Richard Charles reported no remaining Yum China position as of Q1 2024 after selling out during the quarter.
Hoertkorn Richard Charles sold 372 Yum China shares in Q1 2024, an estimated $15.8K.
Hoertkorn Richard Charles first reported a position in Yum China in Q4 2016 and held it in 28 quarters.
Hoertkorn Richard Charles's Yum China position peaked at $25K in Q2 2021.
674 funds tracked by Wall St. Rank held Yum China as of Q1 2024.

Based on Hoertkorn Richard Charles's 13F filing for Q1 2024, filed 2 May 2024.