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Jefferies Group’s Yum China YUMC Stock Holding History

Jefferies Group’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
Q3 		– Sell
-50,000
Closed -$2.42M – 1987
2022
Q2 		$2.42M Buy
+50,000
New +$2.11M 0.02% 549

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jefferies Group's YUMC Position: Q3 2022 in Review

Jefferies Group increased its Yum China (YUMC) stake by 153,700% in Q3 2022, buying an estimated $738K and bringing the position to 15,380 shares worth $728K. The position accounts for 0.01% of the portfolio, ranked #905.

Jefferies Group first reported a position in YUMC in Q1 2017 and has held it in 11 quarters since. The position peaked at $3.31M in Q4 2019. 664 funds tracked by Wall St. Rank hold YUMC as of Q3 2022.

  • Jefferies Group held 15,380 shares of Yum China worth $728K as of Q3 2022.
  • Jefferies Group bought 15,370 Yum China shares in Q3 2022, an estimated $738K.
  • Yum China made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #905 holding.
  • Jefferies Group first reported a position in Yum China in Q1 2017 and has held it in 11 quarters since.
  • Jefferies Group's Yum China position peaked at $3.31M in Q4 2019.
  • 664 funds tracked by Wall St. Rank held Yum China as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.