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Naples Money Management’s Yum China YUMC Stock Holding History

Naples Money 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
2024
Q3 		$9K Hold
200
– – 0.01% 195
2024
Q2 		$6.11K Hold
200
– – 0.01% 234
2024
Q1 		$7.96K Hold
200
– – 0.01% 217
2023
Q4 		$8.49K Buy
+200
New +$9.31K 0.01% 224

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Naples Money Management's YUMC Position: Q3 2024 in Review

Naples Money Management held its Yum China (YUMC) position steady in Q3 2024 at 200 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #195.

Naples Money Management first reported a position in YUMC in Q4 2023 and has held it in 4 quarters since. 681 funds tracked by Wall St. Rank hold YUMC as of Q3 2024.

  • Naples Money Management held 200 shares of Yum China worth $9K as of Q3 2024.
  • Naples Money Management left its Yum China share count unchanged in Q3 2024.
  • Yum China made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #195 holding.
  • Naples Money Management first reported a position in Yum China in Q4 2023 and has held it in 4 quarters since.
  • 681 funds tracked by Wall St. Rank held Yum China as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.