Lee Financial’s Yum China YUMC Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-7	Closed	-$298	–	840
2023 Q4	$298	Hold	7	–	–	﹤0.01%	838
2023 Q3	$391	Hold	7	–	–	﹤0.01%	809
2023 Q2	$396	Hold	7	–	–	﹤0.01%	752
2023 Q1	$444	Hold	7	–	–	﹤0.01%	758
2022 Q4	$383	Hold	7	–	–	﹤0.01%	843
2022 Q3	$0	Hold	7	–	–	﹤0.01%	1046
2022 Q2	$0	Hold	7	–	–	﹤0.01%	1026
2022 Q1	$0	Hold	7	–	–	﹤0.01%	985
2021 Q4	$0	Hold	7	–	–	﹤0.01%	964
2021 Q3	$0	Hold	7	–	–	﹤0.01%	746
2021 Q2	$0	Hold	7	–	–	﹤0.01%	700
2021 Q1	$0	Hold	7	–	–	﹤0.01%	525
2020 Q4	$0	Hold	7	–	–	﹤0.01%	558
2020 Q3	$0	Hold	7	–	–	﹤0.01%	578
2020 Q2	$0	Buy	+7	New	+$330	﹤0.01%	557
2020 Q1	–	Sell	-7	Closed	–	–	524
2019 Q4	$0	Hold	7	–	–	﹤0.01%	526
2019 Q3	$0	Hold	7	–	–	﹤0.01%	538
2019 Q2	$0	Hold	7	–	–	﹤0.01%	542
2019 Q1	$0	Hold	7	–	–	﹤0.01%	558
2018 Q4	$0	Hold	7	–	–	﹤0.01%	484
2018 Q3	$0	Hold	7	–	–	﹤0.01%	741
2018 Q2	$0	Hold	7	–	–	﹤0.01%	840
2018 Q1	$0	Hold	7	–	–	﹤0.01%	781
2017 Q4	$0	Hold	7	–	–	﹤0.01%	509
2017 Q3	$0	Hold	7	–	–	﹤0.01%	536
2017 Q2	$0	Hold	7	–	–	﹤0.01%	520
2017 Q1	$0	Hold	7	–	–	﹤0.01%	434
2016 Q4	$0	Buy	+7	New	+$190	﹤0.01%	427

Other funds holding YUMC

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

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

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

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

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

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

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

Lee Financial's YUMC Position: Q1 2024 in Review

Lee Financial sold out of Yum China (YUMC) in Q1 2024, closing a stake of 7 shares — an estimated $298 sold.

Lee Financial first reported a position in YUMC in Q4 2016 and held it in 28 quarters. The position peaked at $444 in Q1 2023. 673 funds tracked by Wall St. Rank hold YUMC as of Q1 2024.

Lee Financial reported no remaining Yum China position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 7 Yum China shares in Q1 2024, an estimated $298.
Lee Financial first reported a position in Yum China in Q4 2016 and held it in 28 quarters.
Lee Financial's Yum China position peaked at $444 in Q1 2023.
673 funds tracked by Wall St. Rank held Yum China as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.