NewEdge Wealth’s Yum China YUMC Stock Holding History

NewEdge 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
2024 Q1	–	Sell	-12,234	Closed	-$519K	–	854
2023 Q4	$519K	Sell	12,234 -818	-6%	-$38.1K	0.01%	510
2023 Q3	$727K	Buy	13,052 +995	+8%	+$55.7K	0.02%	407
2023 Q2	$681K	Sell	12,057 -194	-2%	-$11.7K	0.02%	414
2023 Q1	$777K	Buy	12,251 +3,730	+44%	+$225K	0.03%	353
2022 Q4	$466K	Buy	+8,521	New	+$433K	0.02%	377

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Wealth's YUMC Position: Q1 2024 in Review

NewEdge Wealth sold out of Yum China (YUMC) in Q1 2024, closing a stake of 12,234 shares — an estimated $519K sold.

NewEdge Wealth first reported a position in YUMC in Q4 2022 and held it in 5 quarters. The position peaked at $777K in Q1 2023. 673 funds tracked by Wall St. Rank hold YUMC as of Q1 2024.

NewEdge Wealth reported no remaining Yum China position as of Q1 2024 after selling out during the quarter.
NewEdge Wealth sold 12,234 Yum China shares in Q1 2024, an estimated $519K.
NewEdge Wealth first reported a position in Yum China in Q4 2022 and held it in 5 quarters.
NewEdge Wealth's Yum China position peaked at $777K in Q1 2023.
673 funds tracked by Wall St. Rank held Yum China as of Q1 2024.

Based on NewEdge Wealth's 13F filing for Q1 2024, filed 6 May 2024.