IHT Wealth Management’s Yum China YUMC Stock Holding History

IHT Wealth Management’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 Q3	–	Sell	-6,987	Closed	-$215K	–	1191
2024 Q2	$215K	Sell	6,987 -370	-5%	-$13.5K	0.01%	932
2024 Q1	$293K	Buy	+7,357	New	+$290K	0.01%	812
2023 Q4	–	Sell	-3,902	Closed	-$217K	–	1037
2023 Q3	$217K	Sell	3,902 -141	-3%	-$7.89K	0.01%	856
2023 Q2	$228K	Buy	4,043 +677	+20%	+$40.8K	0.01%	827
2023 Q1	$213K	Buy	+3,366	New	+$203K	0.01%	831
2021 Q4	–	Sell	-3,698	Closed	-$215K	–	861
2021 Q3	$215K	Sell	3,698 -361	-9%	-$22.2K	0.02%	713
2021 Q2	$269K	Sell	4,059 -35	-0.9%	-$2.23K	0.02%	755
2021 Q1	$242K	Sell	4,094 -4	-0.1%	-$239	0.02%	701
2020 Q4	$234K	Buy	+4,098	New	+$230K	0.02%	639
2018 Q2	–	Sell	-1,404	Closed	-$56K	–	1403
2018 Q1	$56K	Hold	1,404	–	–	0.02%	641
2017 Q4	$60K	Buy	1,404 +41	+3%	+$1.69K	0.02%	645
2017 Q3	$59K	Sell	1,363 -400	-23%	-$14.9K	0.03%	479
2017 Q2	$2	Buy	1,763 +1,435	+438%	+$51.8K	﹤0.01%	1256
2017 Q1	$9K	Hold	328	–	–	0.01%	876
2016 Q4	$9K	Buy	+328	New	+$8.92K	0.01%	824

Other funds holding YUMC

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return