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Nauset Wealth Management’s Yum China YUMC Stock Holding History

Nauset 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
2022
Q1 		$32K Buy
+764
New +$36K 0.03% 148

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Nauset Wealth Management's YUMC Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Yum China (YUMC) in Q1 2022: 764 shares worth $32K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings.

672 funds tracked by Wall St. Rank hold YUMC as of Q1 2022.

  • Nauset Wealth Management held 764 shares of Yum China worth $32K as of Q1 2022.
  • Yum China was a new Nauset Wealth Management position in Q1 2022.
  • Yum China made up 0.03% of Nauset Wealth Management's portfolio in Q1 2022, its #148 holding.
  • 672 funds tracked by Wall St. Rank held Yum China as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.