LJAC
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L.J. Altfest & Co’s Yum China YUMC Stock Holding History

L.J. Altfest & Co’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
Q4 		– Sell
-4,619
Closed -$257K – 328
2023
Q3 		$257K Sell
4,619
-5,209
-53% -$291K 0.04% 256
2023
Q2 		$555K Buy
9,828
+6
+0.1% +$362 0.08% 168
2023
Q1 		$623K Buy
+9,822
New +$593K 0.1% 142
2022
Q1 		– Sell
-10,005
Closed -$499K – 292
2021
Q4 		$499K Buy
10,005
+53
+0.5% +$2.88K 0.1% 150
2021
Q3 		$578K Buy
9,952
+21
+0.2% +$1.29K 0.12% 124
2021
Q2 		$658K Buy
9,931
+18
+0.2% +$1.15K 0.14% 112
2021
Q1 		$587K Buy
9,913
+20
+0.2% +$1.2K 0.14% 119
2020
Q4 		$565K Buy
9,893
+20
+0.2% +$1.12K 0.14% 116
2020
Q3 		$523K Hold
9,873
– – 0.14% 116
2020
Q2 		$475K Hold
9,873
– – 0.14% 119
2020
Q1 		$421K Buy
9,873
+26
+0.3% +$1.16K 0.13% 111
2019
Q4 		$473K Buy
9,847
+25
+0.3% +$1.11K 0.12% 111
2019
Q3 		$446K Hold
9,822
– – 0.12% 112
2019
Q2 		$454K Hold
9,822
– – 0.12% 107
2019
Q1 		$441K Hold
9,822
– – 0.11% 109
2018
Q4 		$329K Hold
9,822
– – 0.09% 111
2018
Q3 		$345K Hold
9,822
– – 0.1% 128
2018
Q2 		$378K Hold
9,822
– – 0.14% 117
2018
Q1 		$408K Sell
9,822
-241
-2% -$10.4K 0.18% 110
2017
Q4 		$403K Buy
10,063
+1
+0% +$41 0.15% 115
2017
Q3 		$402K Buy
10,062
+300
+3% +$11.2K 0.2% 106
2017
Q2 		$385K Hold
9,762
– – 0.23% 101
2017
Q1 		$266K Sell
9,762
-27
-0.3% -$722 0.11% 119
2016
Q4 		$256K Buy
+9,789
New +$266K 0.13% 124

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

L.J. Altfest & Co's YUMC Position: Q4 2023 in Review

L.J. Altfest & Co sold out of Yum China (YUMC) in Q4 2023, closing a stake of 4,619 shares — an estimated $257K sold.

L.J. Altfest & Co first reported a position in YUMC in Q4 2016 and held it in 24 quarters. The position peaked at $658K in Q2 2021. 683 funds tracked by Wall St. Rank hold YUMC as of Q4 2023.

  • L.J. Altfest & Co reported no remaining Yum China position as of Q4 2023 after selling out during the quarter.
  • L.J. Altfest & Co sold 4,619 Yum China shares in Q4 2023, an estimated $257K.
  • L.J. Altfest & Co first reported a position in Yum China in Q4 2016 and held it in 24 quarters.
  • L.J. Altfest & Co's Yum China position peaked at $658K in Q2 2021.
  • 683 funds tracked by Wall St. Rank held Yum China as of Q4 2023.

Based on L.J. Altfest & Co's 13F filing for Q4 2023, filed 18 Jan 2024.