Reilly Financial Advisors’s Yum China YUMC Stock Holding History

Reilly 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
2021 Q4	$25K	Buy	505 +25	+5%	+$1.36K	﹤0.01%	532
2021 Q3	$28K	Hold	480	–	–	﹤0.01%	473
2021 Q2	$32K	Hold	480	–	–	﹤0.01%	457
2021 Q1	$28K	Hold	480	–	–	﹤0.01%	473
2020 Q4	$27K	Hold	480	–	–	﹤0.01%	442
2020 Q3	$25K	Hold	480	–	–	﹤0.01%	414
2020 Q2	$23K	Hold	480	–	–	﹤0.01%	426
2020 Q1	$20K	Hold	480	–	–	﹤0.01%	428
2019 Q4	$23K	Hold	480	–	–	﹤0.01%	474
2019 Q3	$22K	Hold	480	–	–	﹤0.01%	489
2019 Q2	$22K	Hold	480	–	–	﹤0.01%	518
2019 Q1	$22K	Hold	480	–	–	﹤0.01%	514
2018 Q4	$16K	Buy	480 +200	+71%	+$6.86K	﹤0.01%	556
2018 Q3	$10K	Sell	280 -90	-24%	-$3.21K	﹤0.01%	708
2018 Q2	$14K	Hold	370	–	–	﹤0.01%	596
2018 Q1	$15K	Sell	370 -219	-37%	-$9.42K	﹤0.01%	566
2017 Q4	$24K	Sell	589 -102	-15%	-$4.2K	﹤0.01%	467
2017 Q3	$28K	Sell	691 -178	-20%	-$6.63K	﹤0.01%	415
2017 Q2	$34K	Buy	869 +400	+85%	+$14.4K	0.01%	376
2017 Q1	$13K	Hold	469	–	–	﹤0.01%	565
2016 Q4	$12K	Buy	+469	New	+$12.8K	﹤0.01%	535

Other funds holding YUMC

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

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

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

GAM

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

Reilly Financial Advisors's YUMC Position: Q4 2021 in Review

Reilly Financial Advisors increased its Yum China (YUMC) stake by 5.2% in Q4 2021, buying an estimated $1.36K and bringing the position to 505 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Reilly Financial Advisors first reported a position in YUMC in Q4 2016 and has held it in 21 quarters since. The position peaked at $34K in Q2 2017. 761 funds tracked by Wall St. Rank hold YUMC as of Q4 2021.

Reilly Financial Advisors held 505 shares of Yum China worth $25K as of Q4 2021.
Reilly Financial Advisors bought 25 Yum China shares in Q4 2021, an estimated $1.36K.
Yum China made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #532 holding.
Reilly Financial Advisors first reported a position in Yum China in Q4 2016 and has held it in 21 quarters since.
Reilly Financial Advisors's Yum China position peaked at $34K in Q2 2017.
761 funds tracked by Wall St. Rank held Yum China as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.