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Navellier & Associates’s Yum China YUMC Stock Holding History

Navellier & Associates’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
Q4 		– Sell
-3,653
Closed -$204K – 362
2023
Q3 		$204K Buy
3,653
+8
+0.2% +$448 0.03% 300
2023
Q2 		$206K Buy
3,645
+8
+0.2% +$482 0.04% 249
2023
Q1 		$231K Buy
+3,637
New +$220K 0.05% 248
2021
Q4 		– Sell
-3,583
Closed -$208K – 356
2021
Q3 		$208K Buy
3,583
+7
+0.2% +$430 0.03% 295
2021
Q2 		$237K Buy
3,576
+7
+0.2% +$446 0.04% 272
2021
Q1 		$211K Buy
3,569
+7
+0.2% +$418 0.04% 271
2020
Q4 		$203K Buy
+3,562
New +$200K 0.04% 265

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Navellier & Associates's YUMC Position: Q4 2023 in Review

Navellier & Associates sold out of Yum China (YUMC) in Q4 2023, closing a stake of 3,653 shares — an estimated $204K sold.

Navellier & Associates first reported a position in YUMC in Q4 2020 and held it in 7 quarters. The position peaked at $237K in Q2 2021. 682 funds tracked by Wall St. Rank hold YUMC as of Q4 2023.

  • Navellier & Associates reported no remaining Yum China position as of Q4 2023 after selling out during the quarter.
  • Navellier & Associates sold 3,653 Yum China shares in Q4 2023, an estimated $204K.
  • Navellier & Associates first reported a position in Yum China in Q4 2020 and held it in 7 quarters.
  • Navellier & Associates's Yum China position peaked at $237K in Q2 2021.
  • 682 funds tracked by Wall St. Rank held Yum China as of Q4 2023.

Based on Navellier & Associates's 13F filing for Q4 2023, filed 8 Feb 2024.