MinichMacGregor Wealth Management’s Yum China YUMC Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-830	Closed	-$45.4K	–	680
2022 Q4	$45.4K	Buy	+830	New	+$42.2K	0.02%	192
2018 Q4	–	Sell	-30	Closed	-$1K	–	539
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	502
2018 Q2	$1K	Sell	30 -122	-80%	-$4.83K	﹤0.01%	513
2018 Q1	$6K	Hold	152	–	–	﹤0.01%	363
2017 Q4	$6K	Hold	152	–	–	﹤0.01%	360
2017 Q3	$6K	Hold	152	–	–	0.01%	339
2017 Q2	$5K	Hold	152	–	–	﹤0.01%	351
2017 Q1	$4K	Hold	152	–	–	﹤0.01%	362
2016 Q4	$3K	Buy	+152	New	+$4.13K	﹤0.01%	370

Other funds holding YUMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MinichMacGregor Wealth Management's YUMC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Yum China (YUMC) in Q1 2023, closing a stake of 830 shares — an estimated $45.4K sold.

MinichMacGregor Wealth Management first reported a position in YUMC in Q4 2016 and held it in 9 quarters. The position peaked at $45.4K in Q4 2022. 744 funds tracked by Wall St. Rank hold YUMC as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Yum China position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 830 Yum China shares in Q1 2023, an estimated $45.4K.
MinichMacGregor Wealth Management first reported a position in Yum China in Q4 2016 and held it in 9 quarters.
MinichMacGregor Wealth Management's Yum China position peaked at $45.4K in Q4 2022.
744 funds tracked by Wall St. Rank held Yum China as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.