Marcum Wealth’s Yum China YUMC Stock Holding History

Marcum Wealth’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 Q3	–	Sell	-3,229	Closed	-$214K	–	381
2021 Q2	$214K	Buy	+3,229	New	+$206K	0.03%	271

Other funds holding YUMC

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

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

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

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

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

Marcum Wealth's YUMC Position: Q3 2021 in Review

Marcum Wealth sold out of Yum China (YUMC) in Q3 2021, closing a stake of 3,229 shares — an estimated $214K sold.

Marcum Wealth first reported a position in YUMC in Q2 2021 and held it in 1 quarter. The position peaked at $214K in Q2 2021. 754 funds tracked by Wall St. Rank hold YUMC as of Q3 2021.

Marcum Wealth reported no remaining Yum China position as of Q3 2021 after selling out during the quarter.
Marcum Wealth sold 3,229 Yum China shares in Q3 2021, an estimated $214K.
Marcum Wealth first reported a position in Yum China in Q2 2021 and held it in 1 quarter.
Marcum Wealth's Yum China position peaked at $214K in Q2 2021.
754 funds tracked by Wall St. Rank held Yum China as of Q3 2021.

Based on Marcum Wealth's 13F filing for Q3 2021, filed 8 Nov 2021.