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Industrial Alliance Investment Management’s Yum China YUMC Stock Holding History

Industrial Alliance Investment 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
2023
Q2 		– Sell
-4,631
Closed -$294K – 507
2023
Q1 		$294K Sell
4,631
-7,129
-61% -$430K 0.01% 401
2022
Q4 		$643K Hold
11,760
– – 0.02% 279
2022
Q3 		$557K Hold
11,760
– – 0.02% 282
2022
Q2 		$570K Sell
11,760
-819
-7% -$34.5K 0.02% 287
2022
Q1 		$523K Buy
12,579
+1,846
+17% +$87K 0.01% 306
2021
Q4 		$535K Buy
+10,733
New +$582K 0.01% 298

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $315B AUM 27.84% 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 $1.41B AUM 8.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Industrial Alliance Investment Management's YUMC Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Yum China (YUMC) in Q2 2023, closing a stake of 4,631 shares — an estimated $294K sold.

Industrial Alliance Investment Management first reported a position in YUMC in Q4 2021 and held it in 6 quarters. The position peaked at $643K in Q4 2022. 736 funds tracked by Wall St. Rank hold YUMC as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Yum China position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 4,631 Yum China shares in Q2 2023, an estimated $294K.
  • Industrial Alliance Investment Management first reported a position in Yum China in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's Yum China position peaked at $643K in Q4 2022.
  • 736 funds tracked by Wall St. Rank held Yum China as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.