Lenox Wealth Advisors’s Yum China YUMC Stock Holding History

Lenox Wealth Advisors’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	$21K	Buy	500 +488	+4,067%	+$23K	﹤0.01%	372
2021 Q4	$1K	Buy	+12	New	+$651	﹤0.01%	933
2020 Q2	–	Sell	-96	Closed	-$4K	–	813
2020 Q1	$4K	Buy	+96	New	+$4.28K	﹤0.01%	465
2018 Q2	–	Sell	-400	Closed	-$17K	–	657
2018 Q1	$17K	Buy	+400	New	+$17.2K	﹤0.01%	289

Other funds holding YUMC

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

GAM

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Lenox Wealth Advisors's YUMC Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Yum China (YUMC) stake by 4,067% in Q1 2022, buying an estimated $23K and bringing the position to 500 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Lenox Wealth Advisors first reported a position in YUMC in Q1 2018 and has held it in 4 quarters since. 671 funds tracked by Wall St. Rank hold YUMC as of Q1 2022.

Lenox Wealth Advisors held 500 shares of Yum China worth $21K as of Q1 2022.
Lenox Wealth Advisors bought 488 Yum China shares in Q1 2022, an estimated $23K.
Yum China made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #372 holding.
Lenox Wealth Advisors first reported a position in Yum China in Q1 2018 and has held it in 4 quarters since.
671 funds tracked by Wall St. Rank held Yum China as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.