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Morton Brown Family Wealth’s Yum China YUMC Stock Holding History

Morton Brown Family 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
2023
Q2 		– Sell
-11
Closed -$697 – 297
2023
Q1 		$697 Buy
+11
New +$664 ﹤0.01% 278

Other funds holding YUMC

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morton Brown Family Wealth's YUMC Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Yum China (YUMC) in Q2 2023, closing a stake of 11 shares — an estimated $697 sold.

Morton Brown Family Wealth first reported a position in YUMC in Q1 2023 and held it in 1 quarter. The position peaked at $697 in Q1 2023. 735 funds tracked by Wall St. Rank hold YUMC as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Yum China position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 11 Yum China shares in Q2 2023, an estimated $697.
  • Morton Brown Family Wealth first reported a position in Yum China in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Yum China position peaked at $697 in Q1 2023.
  • 735 funds tracked by Wall St. Rank held Yum China as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.