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Liberty Wealth Management’s Yum China YUMC Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,065
Closed -$61K – 1140
2021
Q3 		$61K Buy
1,065
+328
+45% +$20.2K 0.02% 386
2021
Q2 		$49K Buy
737
+3
+0.4% +$191 0.02% 320
2021
Q1 		$42K Hold
734
– – 0.02% 312
2020
Q4 		$42K Buy
734
+708
+2,723% +$39.8K 0.02% 309
2020
Q3 		$1K Hold
26
– – ﹤0.01% 840
2020
Q2 		$1K Hold
26
– – ﹤0.01% 831
2020
Q1 		$1K Hold
26
– – ﹤0.01% 856
2019
Q4 		$1K Buy
+26
New +$1.16K ﹤0.01% 877
2019
Q2 		– Sell
-510
Closed -$22K – 952
2019
Q1 		$22K Buy
510
+35
+7% +$1.38K 0.02% 337
2018
Q4 		$15K Buy
+475
New +$16.3K 0.01% 370

Other funds holding YUMC

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Liberty Wealth Management's YUMC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Yum China (YUMC) in Q4 2021, closing a stake of 1,065 shares — an estimated $61K sold.

Liberty Wealth Management first reported a position in YUMC in Q4 2018 and held it in 10 quarters. The position peaked at $61K in Q3 2021. 760 funds tracked by Wall St. Rank hold YUMC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Yum China position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,065 Yum China shares in Q4 2021, an estimated $61K.
  • Liberty Wealth Management first reported a position in Yum China in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Yum China position peaked at $61K in Q3 2021.
  • 760 funds tracked by Wall St. Rank held Yum China as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.