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Institutional & Family Asset Management’s Yum China YUMC Stock Holding History

Institutional & Family Asset 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
Q2 		– Sell
-26
Closed -$1.03K – 786
2024
Q1 		$1.03K Sell
26
-45
-63% -$1.78K ﹤0.01% 635
2023
Q4 		$3.01K Hold
71
– – ﹤0.01% 536
2023
Q3 		$3.96K Sell
71
-20
-22% -$1.12K ﹤0.01% 491
2023
Q2 		$5.14K Hold
91
– – ﹤0.01% 477
2023
Q1 		$5.77K Hold
91
– – ﹤0.01% 456
2022
Q4 		$4.97K Sell
91
-29
-24% -$1.47K ﹤0.01% 474
2022
Q3 		$6K Hold
120
– – ﹤0.01% 464
2022
Q2 		$6K Hold
120
– – ﹤0.01% 478
2022
Q1 		$5K Buy
120
+23
+24% +$1.08K ﹤0.01% 563
2021
Q4 		$5K Sell
97
-22
-18% -$1.19K ﹤0.01% 574
2021
Q3 		$7K Buy
119
+10
+9% +$615 ﹤0.01% 620
2021
Q2 		$7K Hold
109
– – ﹤0.01% 664
2021
Q1 		$6K Hold
109
– – ﹤0.01% 673
2020
Q4 		$6K Hold
109
– – ﹤0.01% 628
2020
Q3 		$6K Hold
109
– – ﹤0.01% 572
2020
Q2 		$5K Hold
109
– – ﹤0.01% 588
2020
Q1 		$5K Sell
109
-22
-17% -$981 ﹤0.01% 544
2019
Q4 		$6K Hold
131
– – ﹤0.01% 581
2019
Q3 		$6K Hold
131
– – ﹤0.01% 542
2019
Q2 		$6K Sell
131
-500
-79% -$21.7K ﹤0.01% 573
2019
Q1 		$28K Sell
631
-142
-18% -$5.59K 0.01% 391
2018
Q4 		$26K Hold
773
– – 0.01% 376
2018
Q3 		$27K Buy
773
+22
+3% +$784 0.01% 409
2018
Q2 		$29K Hold
751
– – 0.01% 395
2018
Q1 		$31K Buy
+751
New +$32.3K 0.01% 368

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Institutional & Family Asset Management's YUMC Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Yum China (YUMC) in Q2 2024, closing a stake of 26 shares — an estimated $1.03K sold.

Institutional & Family Asset Management first reported a position in YUMC in Q1 2018 and held it in 25 quarters. The position peaked at $31K in Q1 2018. 629 funds tracked by Wall St. Rank hold YUMC as of Q2 2024.

  • Institutional & Family Asset Management reported no remaining Yum China position as of Q2 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 26 Yum China shares in Q2 2024, an estimated $1.03K.
  • Institutional & Family Asset Management first reported a position in Yum China in Q1 2018 and held it in 25 quarters.
  • Institutional & Family Asset Management's Yum China position peaked at $31K in Q1 2018.
  • 629 funds tracked by Wall St. Rank held Yum China as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.