Lugano Financial Advisors SA (LFA)’s Yum China YUMC Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q2	–	Sell	-2,500	Closed	-$99.5K	–	184
2024 Q1	$99.5K	Hold	2,500	–	–	0.07%	105
2023 Q4	$106K	Hold	2,500	–	–	0.08%	85
2023 Q3	$139K	Sell	2,500 -4,166	-62%	-$233K	0.12%	70
2023 Q2	$377K	Buy	6,666 +5,000	+300%	+$302K	0.25%	49
2023 Q1	$106K	Sell	1,666 -2,498	-60%	-$151K	0.08%	65
2022 Q4	$228K	Sell	4,164 -4,164	-50%	-$212K	0.17%	53
2022 Q3	$394K	Buy	8,328 +4,164	+100%	+$200K	0.31%	49
2022 Q2	$201K	Hold	4,164	–	–	0.14%	61
2022 Q1	$174K	Hold	4,164	–	–	0.12%	67
2021 Q4	$208K	Hold	4,164	–	–	0.12%	64
2021 Q3	$242K	Buy	+4,164	New	+$256K	0.16%	60

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

GAM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BCF

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

Lugano Financial Advisors SA (LFA)'s YUMC Position: Q2 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of Yum China (YUMC) in Q2 2024, closing a stake of 2,500 shares — an estimated $99.5K sold.

Lugano Financial Advisors SA (LFA) first reported a position in YUMC in Q3 2021 and held it in 11 quarters. The position peaked at $394K in Q3 2022. 628 funds tracked by Wall St. Rank hold YUMC as of Q2 2024.

Lugano Financial Advisors SA (LFA) reported no remaining Yum China position as of Q2 2024 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 2,500 Yum China shares in Q2 2024, an estimated $99.5K.
Lugano Financial Advisors SA (LFA) first reported a position in Yum China in Q3 2021 and held it in 11 quarters.
Lugano Financial Advisors SA (LFA)'s Yum China position peaked at $394K in Q3 2022.
628 funds tracked by Wall St. Rank held Yum China as of Q2 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2024, filed 30 Jul 2024.