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Northwest Financial Advisors’s Yum China YUMC Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-216
Closed -$9.72K – 563
2024
Q3 		$9.72K Buy
+216
New +$7.19K 0.01% 394
2024
Q1 		– Sell
-216
Closed -$9.16K – 555
2023
Q4 		$9.16K Buy
+216
New +$10.1K 0.01% 387

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 $5.72T AUM 30.48% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwest Financial Advisors's YUMC Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Yum China (YUMC) in Q4 2024, closing a stake of 216 shares — an estimated $9.72K sold.

Northwest Financial Advisors first reported a position in YUMC in Q4 2023 and held it in 2 quarters. The position peaked at $9.72K in Q3 2024. 715 funds tracked by Wall St. Rank hold YUMC as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Yum China position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 216 Yum China shares in Q4 2024, an estimated $9.72K.
  • Northwest Financial Advisors first reported a position in Yum China in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Yum China position peaked at $9.72K in Q3 2024.
  • 715 funds tracked by Wall St. Rank held Yum China as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.