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Piershale Financial Group’s Yum China YUMC Stock Holding History

Piershale Financial Group’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
Q2 		$46.9K Buy
831
+2
+0.2% +$121 0.03% 42
2023
Q1 		$52.6K Buy
829
+2
+0.2% +$121 0.04% 34
2022
Q4 		$45.2K Buy
+827
New +$42K 0.04% 37

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $648M AUM 6.1% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Piershale Financial Group's YUMC Position: Q2 2023 in Review

Piershale Financial Group increased its Yum China (YUMC) stake by 0.24% in Q2 2023, buying an estimated $121 and bringing the position to 831 shares worth $46.9K. The position accounts for 0.03% of the portfolio, ranked #42.

Piershale Financial Group first reported a position in YUMC in Q4 2022 and has held it in 3 quarters since. The position peaked at $52.6K in Q1 2023. 736 funds tracked by Wall St. Rank hold YUMC as of Q2 2023.

  • Piershale Financial Group held 831 shares of Yum China worth $46.9K as of Q2 2023.
  • Piershale Financial Group bought 2 Yum China shares in Q2 2023, an estimated $121.
  • Yum China made up 0.03% of Piershale Financial Group's portfolio in Q2 2023, its #42 holding.
  • Piershale Financial Group first reported a position in Yum China in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Yum China position peaked at $52.6K in Q1 2023.
  • 736 funds tracked by Wall St. Rank held Yum China as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.