Meridian Wealth Management’s Yum China YUMC Stock Holding History

Meridian 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	-5,885	Closed	-$342K	–	421
2021 Q3	$342K	Hold	5,885	–	–	0.04%	288
2021 Q2	$390K	Hold	5,885	–	–	0.05%	266
2021 Q1	$348K	Hold	5,885	–	–	0.05%	263
2020 Q4	$335K	Buy	+5,885	New	+$330K	0.05%	248
2019 Q3	–	Sell	-1,250	Closed	-$578	–	522
2019 Q2	$578	Buy	+1,250	New	+$54.3K	0.02%	355

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

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

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

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

Meridian Wealth Management sold out of Yum China (YUMC) in Q4 2021, closing a stake of 5,885 shares — an estimated $342K sold.

Meridian Wealth Management first reported a position in YUMC in Q2 2019 and held it in 5 quarters. The position peaked at $390K in Q2 2021. 760 funds tracked by Wall St. Rank hold YUMC as of Q4 2021.

Meridian Wealth Management reported no remaining Yum China position as of Q4 2021 after selling out during the quarter.
Meridian Wealth Management sold 5,885 Yum China shares in Q4 2021, an estimated $342K.
Meridian Wealth Management first reported a position in Yum China in Q2 2019 and held it in 5 quarters.
Meridian Wealth Management's Yum China position peaked at $390K in Q2 2021.
760 funds tracked by Wall St. Rank held Yum China as of Q4 2021.

Based on Meridian Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.