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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 – 888
2019
Q1 		$1K Buy
+12
New +$473 ﹤0.01% 783
2018
Q2 		– Sell
-50
Closed -$2K – 957
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 $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Howe & Rusling's YUMC Position: Q4 2022 in Review

Howe & Rusling sold out of Yum China (YUMC) in Q4 2022, closing a stake of 116 shares — an estimated $5K sold.

Howe & Rusling first reported a position in YUMC in Q4 2016 and held it in 9 quarters. The position peaked at $33K in Q4 2016. 732 funds tracked by Wall St. Rank hold YUMC as of Q4 2022.

  • Howe & Rusling reported no remaining Yum China position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 116 Yum China shares in Q4 2022, an estimated $5K.
  • Howe & Rusling first reported a position in Yum China in Q4 2016 and held it in 9 quarters.
  • Howe & Rusling's Yum China position peaked at $33K in Q4 2016.
  • 732 funds tracked by Wall St. Rank held Yum China as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.