HFRG
YUMC icon

Houlihan Financial Resource Group’s Yum China YUMC Stock Holding History

Houlihan Financial Resource Group’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
Q3 		– Sell
-11,746
Closed -$712K – 177
2023
Q2 		$712K Buy
+11,746
New +$708K 0.02% 99
2020
Q3 		$22K Buy
+381
New +$20.2K 0.01% 234

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Houlihan Financial Resource Group's YUMC Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Yum China (YUMC) in Q3 2023, closing a stake of 11,746 shares — an estimated $712K sold.

Houlihan Financial Resource Group first reported a position in YUMC in Q3 2020 and held it in 2 quarters. The position peaked at $712K in Q2 2023. 700 funds tracked by Wall St. Rank hold YUMC as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Yum China position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 11,746 Yum China shares in Q3 2023, an estimated $712K.
  • Houlihan Financial Resource Group first reported a position in Yum China in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's Yum China position peaked at $712K in Q2 2023.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.