Householder Group Estate & Retirement Specialist’s Yum China YUMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,763
Closed -$169K 1262
2024
Q3
$169K Hold
3,763
0.05% 274
2024
Q2
$116K Sell
3,763
-209
-5% -$7.65K 0.03% 326
2024
Q1
$158K Hold
3,972
0.05% 276
2023
Q4
$168K Buy
3,972
+1,543
+64% +$71.8K 0.06% 261
2023
Q3
$135K Buy
+2,429
New +$136K 0.05% 267
2023
Q1
$154K Hold
2,429
0.06% 230
2022
Q4
$132K Hold
2,429
0.2% 58
2022
Q3
$114K Buy
+2,429
New +$117K 0.05% 250

Other funds holding YUMC

Householder Group Estate & Retirement Specialist's YUMC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Yum China (YUMC) in Q4 2024, closing a stake of 3,763 shares — an estimated $169K sold.

Householder Group Estate & Retirement Specialist first reported a position in YUMC in Q3 2022 and held it in 8 quarters. The position peaked at $169K in Q3 2024. 716 funds tracked by Wall St. Rank hold YUMC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Yum China position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 3,763 Yum China shares in Q4 2024, an estimated $169K.
  • Householder Group Estate & Retirement Specialist first reported a position in Yum China in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Yum China position peaked at $169K in Q3 2024.
  • 716 funds tracked by Wall St. Rank held Yum China as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.