Kings Point Capital Management’s Yum China YUMC Stock Holding History

Kings Point Capital 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
2022 Q1	$31K	Hold	750	–	–	﹤0.01%	416
2021 Q4	$37K	Hold	750	–	–	﹤0.01%	435
2021 Q3	$44K	Hold	750	–	–	﹤0.01%	375
2021 Q2	$50K	Hold	750	–	–	﹤0.01%	348
2021 Q1	$44K	Hold	750	–	–	﹤0.01%	350
2020 Q4	$43K	Sell	750 -68	-8%	-$3.82K	﹤0.01%	335
2020 Q3	$43K	Buy	818 +68	+9%	+$3.6K	0.01%	327
2020 Q2	$36K	Hold	750	–	–	0.01%	310
2020 Q1	$32K	Hold	750	–	–	0.01%	323
2019 Q4	$36K	Hold	750	–	–	0.01%	354
2019 Q3	$34K	Hold	750	–	–	0.01%	347
2019 Q2	$35K	Hold	750	–	–	0.01%	298
2019 Q1	$34K	Sell	750 -36	-5%	-$1.42K	0.01%	270
2018 Q4	$26K	Hold	786	–	–	0.01%	287
2018 Q3	$28K	Hold	786	–	–	0.01%	295
2018 Q2	$30K	Hold	786	–	–	0.01%	285
2018 Q1	$33K	Hold	786	–	–	0.01%	279
2017 Q4	$31K	Buy	786 +36	+5%	+$1.48K	0.01%	279
2017 Q3	$30K	Hold	750	–	–	0.01%	264
2017 Q2	$30K	Hold	750	–	–	0.01%	258
2017 Q1	$20K	Hold	750	–	–	﹤0.01%	301
2016 Q4	$20K	Buy	+750	New	+$20.4K	﹤0.01%	267

Other funds holding YUMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Kings Point Capital Management's YUMC Position: Q1 2022 in Review

Kings Point Capital Management held its Yum China (YUMC) position steady in Q1 2022 at 750 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Kings Point Capital Management first reported a position in YUMC in Q4 2016 and has held it in 22 quarters since. The position peaked at $50K in Q2 2021. 670 funds tracked by Wall St. Rank hold YUMC as of Q1 2022.

Kings Point Capital Management held 750 shares of Yum China worth $31K as of Q1 2022.
Kings Point Capital Management left its Yum China share count unchanged in Q1 2022.
Yum China made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #416 holding.
Kings Point Capital Management first reported a position in Yum China in Q4 2016 and has held it in 22 quarters since.
Kings Point Capital Management's Yum China position peaked at $50K in Q2 2021.
670 funds tracked by Wall St. Rank held Yum China as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.