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James Investment Research’s Yum China YUMC Stock Holding History

James Investment Research’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
-881
Closed -$56K – 551
2023
Q1 		$56K Buy
+881
New +$53.2K 0.01% 355

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
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 $298B AUM 21.96% 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 $1.75B AUM 7.74% 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 $2.9T AUM 29.55% 1-Year Est. Return

James Investment Research's YUMC Position: Q2 2023 in Review

James Investment Research sold out of Yum China (YUMC) in Q2 2023, closing a stake of 881 shares — an estimated $56K sold.

James Investment Research first reported a position in YUMC in Q1 2023 and held it in 1 quarter. The position peaked at $56K in Q1 2023. 735 funds tracked by Wall St. Rank hold YUMC as of Q2 2023.

  • James Investment Research reported no remaining Yum China position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 881 Yum China shares in Q2 2023, an estimated $56K.
  • James Investment Research first reported a position in Yum China in Q1 2023 and held it in 1 quarter.
  • James Investment Research's Yum China position peaked at $56K in Q1 2023.
  • 735 funds tracked by Wall St. Rank held Yum China as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.