Oxler Private Wealth’s Yum China YUMC Stock Holding History

Oxler Private 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
2022 Q1	–	Sell	-4,841	Closed	-$241K	–	120
2021 Q4	$241K	Sell	4,841 -389	-7%	-$21.1K	0.1%	113
2021 Q3	$303K	Hold	5,230	–	–	0.13%	110
2021 Q2	$346K	Hold	5,230	–	–	0.15%	110
2021 Q1	$309K	Hold	5,230	–	–	0.16%	102
2020 Q4	$298K	Buy	+5,230	New	+$294K	0.17%	83

Other funds holding YUMC

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

GAM

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Oxler Private Wealth's YUMC Position: Q1 2022 in Review

Oxler Private Wealth sold out of Yum China (YUMC) in Q1 2022, closing a stake of 4,841 shares — an estimated $241K sold.

Oxler Private Wealth first reported a position in YUMC in Q4 2020 and held it in 5 quarters. The position peaked at $346K in Q2 2021. 670 funds tracked by Wall St. Rank hold YUMC as of Q1 2022.

Oxler Private Wealth reported no remaining Yum China position as of Q1 2022 after selling out during the quarter.
Oxler Private Wealth sold 4,841 Yum China shares in Q1 2022, an estimated $241K.
Oxler Private Wealth first reported a position in Yum China in Q4 2020 and held it in 5 quarters.
Oxler Private Wealth's Yum China position peaked at $346K in Q2 2021.
670 funds tracked by Wall St. Rank held Yum China as of Q1 2022.

Based on Oxler Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.