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Laird Norton Wetherby Wealth Management’s Yum China YUMC Stock Holding History

Laird Norton Wetherby Wealth 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 		– Sell
-11,521
Closed -$574K – 980
2021
Q4 		$574K Sell
11,521
-48
-0.4% -$2.6K 0.03% 471
2021
Q3 		$672K Sell
11,569
-265
-2% -$16.3K 0.04% 403
2021
Q2 		$784K Buy
11,834
+483
+4% +$30.8K 0.05% 366
2021
Q1 		$672K Buy
11,351
+187
+2% +$11.2K 0.05% 358
2020
Q4 		$637K Sell
11,164
-25
-0.2% -$1.4K 0.04% 392
2020
Q3 		$593K Sell
11,189
-635
-5% -$33.6K 0.05% 339
2020
Q2 		$568K Sell
11,824
-1,388
-11% -$65.5K 0.05% 332
2020
Q1 		$563K Buy
13,212
+1,668
+14% +$74.4K 0.06% 294
2019
Q4 		$554K Sell
11,544
-1,768
-13% -$78.6K 0.05% 379
2019
Q3 		$605K Buy
13,312
+2,402
+22% +$107K 0.06% 344
2019
Q2 		$504K Buy
10,910
+2,762
+34% +$120K 0.06% 392
2019
Q1 		$366K Buy
8,148
+297
+4% +$11.7K 0.05% 449
2018
Q4 		$263K Sell
7,851
-535
-6% -$18.4K 0.04% 505
2018
Q3 		$294K Sell
8,386
-414
-5% -$14.7K 0.04% 503
2018
Q2 		$338K Sell
8,800
-341
-4% -$13.5K 0.05% 439
2018
Q1 		$379K Sell
9,141
-1,615
-15% -$69.4K 0.05% 425
2017
Q4 		$430K Sell
10,756
-258
-2% -$10.6K 0.06% 386
2017
Q3 		$440K Buy
11,014
+326
+3% +$12.2K 0.07% 360
2017
Q2 		$421K Buy
10,688
+344
+3% +$12.4K 0.07% 339
2017
Q1 		$282K Sell
10,344
-402
-4% -$10.8K 0.05% 441
2016
Q4 		$281K Buy
+10,746
New +$292K 0.06% 421

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's YUMC Position: Q1 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Yum China (YUMC) in Q1 2022, closing a stake of 11,521 shares — an estimated $574K sold.

Laird Norton Wetherby Wealth Management first reported a position in YUMC in Q4 2016 and held it in 21 quarters. The position peaked at $784K in Q2 2021. 672 funds tracked by Wall St. Rank hold YUMC as of Q1 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining Yum China position as of Q1 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 11,521 Yum China shares in Q1 2022, an estimated $574K.
  • Laird Norton Wetherby Wealth Management first reported a position in Yum China in Q4 2016 and held it in 21 quarters.
  • Laird Norton Wetherby Wealth Management's Yum China position peaked at $784K in Q2 2021.
  • 672 funds tracked by Wall St. Rank held Yum China as of Q1 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.