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IndexIQ Advisors’s Yum China YUMC Stock Holding History

IndexIQ Advisors’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
Q1 		$355K Buy
8,558
+123
+1% +$5.79K 0.01% 944
2021
Q4 		$420K Buy
8,435
+1,453
+21% +$78.8K 0.01% 735
2021
Q3 		$406K Buy
6,982
+321
+5% +$19.7K 0.01% 812
2021
Q2 		$441K Buy
+6,661
New +$425K 0.01% 565

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

IndexIQ Advisors's YUMC Position: Q1 2022 in Review

IndexIQ Advisors increased its Yum China (YUMC) stake by 1.5% in Q1 2022, buying an estimated $5.79K and bringing the position to 8,558 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #944.

IndexIQ Advisors first reported a position in YUMC in Q2 2021 and has held it in 4 quarters since. The position peaked at $441K in Q2 2021. 670 funds tracked by Wall St. Rank hold YUMC as of Q1 2022.

  • IndexIQ Advisors held 8,558 shares of Yum China worth $355K as of Q1 2022.
  • IndexIQ Advisors bought 123 Yum China shares in Q1 2022, an estimated $5.79K.
  • Yum China made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #944 holding.
  • IndexIQ Advisors first reported a position in Yum China in Q2 2021 and has held it in 4 quarters since.
  • IndexIQ Advisors's Yum China position peaked at $441K in Q2 2021.
  • 670 funds tracked by Wall St. Rank held Yum China as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.