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Laffer Tengler Investments’s Yum China YUMC Stock Holding History

Laffer Tengler Investments’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
-607
Closed -$33.8K – 432
2023
Q3 		$33.8K Sell
607
-1
-0.2% -$56 0.01% 254
2023
Q2 		$34.4K Sell
608
-75
-11% -$4.52K 0.01% 331
2023
Q1 		$43.3K Sell
683
-614
-47% -$37.1K 0.01% 328
2022
Q4 		$70.9K Buy
1,297
+48
+4% +$2.44K 0.02% 286
2022
Q3 		$59.1K Sell
1,249
-105
-8% -$5.04K 0.02% 259
2022
Q2 		$65.7K Sell
1,354
-1,604
-54% -$67.5K 0.02% 251
2022
Q1 		$123K Sell
2,958
-696
-19% -$32.8K 0.04% 232
2021
Q4 		$182K Buy
3,654
+142
+4% +$7.7K 0.05% 210
2021
Q3 		$204K Buy
3,512
+607
+21% +$37.3K 0.06% 214
2021
Q2 		$192K Buy
2,905
+204
+8% +$13K 0.07% 173
2021
Q1 		$160K Buy
2,701
+1,223
+83% +$73.1K 0.06% 180
2020
Q4 		$84.4K Buy
1,478
+524
+55% +$29.4K 0.04% 229
2020
Q3 		$50.5K Buy
954
+191
+25% +$10.1K 0.03% 222
2020
Q2 		$36.7K Buy
+763
New +$36K 0.02% 220

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
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
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
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laffer Tengler Investments's YUMC Position: Q4 2023 in Review

Laffer Tengler Investments sold out of Yum China (YUMC) in Q4 2023, closing a stake of 607 shares — an estimated $33.8K sold.

Laffer Tengler Investments first reported a position in YUMC in Q2 2020 and held it in 14 quarters. The position peaked at $204K in Q3 2021. 682 funds tracked by Wall St. Rank hold YUMC as of Q4 2023.

  • Laffer Tengler Investments reported no remaining Yum China position as of Q4 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 607 Yum China shares in Q4 2023, an estimated $33.8K.
  • Laffer Tengler Investments first reported a position in Yum China in Q2 2020 and held it in 14 quarters.
  • Laffer Tengler Investments's Yum China position peaked at $204K in Q3 2021.
  • 682 funds tracked by Wall St. Rank held Yum China as of Q4 2023.

Based on Laffer Tengler Investments's 13F filing for Q4 2023, filed 8 Feb 2024.