Kiwi Wealth Investments Limited Partnership’s Yum China YUMC Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q3	–	Sell	-34,490	Closed	-$1.95M	–	198
2023 Q2	$1.95M	Sell	34,490 -30,939	-47%	-$1.87M	0.12%	129
2023 Q1	$4.15M	Buy	65,429 +9,091	+16%	+$549K	0.27%	88
2022 Q4	$3.08M	Buy	+56,338	New	+$2.86M	0.2%	113
2021 Q1	–	Sell	-109,759	Closed	-$6.27M	–	291
2020 Q4	$6.27M	Buy	109,759 +91,488	+501%	+$5.14M	0.37%	76
2020 Q3	$967K	Hold	18,271	–	–	0.07%	210
2020 Q2	$878K	Buy	18,271 +5,073	+38%	+$239K	0.07%	187
2020 Q1	$563K	Buy	+13,198	New	+$589K	0.06%	159
2019 Q4	–	Sell	-180,281	Closed	-$8.19M	–	219
2019 Q3	$8.19M	Buy	180,281 +64,284	+55%	+$2.87M	0.66%	44
2019 Q2	$5.36M	Buy	115,997 +5,192	+5%	+$225K	0.47%	60
2019 Q1	$4.98M	Buy	+110,805	New	+$4.36M	0.45%	71

Other funds holding YUMC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's YUMC Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Yum China (YUMC) in Q3 2023, closing a stake of 34,490 shares — an estimated $1.95M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in YUMC in Q1 2019 and held it in 10 quarters. The position peaked at $8.19M in Q3 2019. 701 funds tracked by Wall St. Rank hold YUMC as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Yum China position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 34,490 Yum China shares in Q3 2023, an estimated $1.95M.
Kiwi Wealth Investments Limited Partnership first reported a position in Yum China in Q1 2019 and held it in 10 quarters.
Kiwi Wealth Investments Limited Partnership's Yum China position peaked at $8.19M in Q3 2019.
701 funds tracked by Wall St. Rank held Yum China as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.