HR
YUMC icon

Howe & Rusling’s Yum China YUMC Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-116
Closed -$5K – 1067
2022
Q3 		$5K Hold
116
– – ﹤0.01% 682
2022
Q2 		$6K Buy
+116
New +$4.88K ﹤0.01% 628
2019
Q2 		– Sell
-12
Closed -$1K – 890
2019
Q1 		$1K Buy
+12
New +$473 ﹤0.01% 783
2018
Q2 		– Sell
-50
Closed -$2K – 964
2018
Q1 		$2K Hold
50
– – ﹤0.01% 808
2017
Q4 		$2K Hold
50
– – ﹤0.01% 741
2017
Q3 		$2K Sell
50
-288
-85% -$10.7K ﹤0.01% 787
2017
Q2 		$13K Hold
338
– – ﹤0.01% 437
2017
Q1 		$9K Sell
338
-916
-73% -$24.5K ﹤0.01% 542
2016
Q4 		$33K Buy
+1,254
New +$34.1K 0.01% 309

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return