Relyea Zuckerberg Hanson’s Yum China YUMC Stock Holding History

Relyea Zuckerberg Hanson’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	-4,960	Closed	-$210K	–	244
2023 Q4	$210K	Hold	4,960	–	–	0.04%	206
2023 Q3	$276K	Hold	4,960	–	–	0.06%	155
2023 Q2	$280K	Hold	4,960	–	–	0.06%	156
2023 Q1	$314K	Hold	4,960	–	–	0.08%	135
2022 Q4	$271K	Hold	4,960	–	–	0.08%	138
2022 Q3	$235K	Sell	4,960 -372	-7%	-$17.9K	0.08%	128
2022 Q2	$259K	Buy	5,332 +372	+8%	+$15.7K	0.1%	123
2022 Q1	$208K	Sell	4,960 -160	-3%	-$7.54K	0.07%	147
2021 Q4	$234K	Sell	5,120 -221	-4%	-$12K	0.08%	135
2021 Q3	$310K	Sell	5,341 -29	-0.5%	-$1.78K	0.12%	118
2021 Q2	$356K	Buy	5,370 +30	+0.6%	+$1.91K	0.15%	94
2021 Q1	$320K	Buy	5,340 +40	+0.8%	+$2.39K	0.14%	94
2020 Q4	$303K	Buy	5,300 +1,440	+37%	+$80.9K	0.16%	92
2020 Q3	$206K	Buy	+3,860	New	+$204K	0.13%	109

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

Relyea Zuckerberg Hanson's YUMC Position: Q1 2024 in Review

Relyea Zuckerberg Hanson sold out of Yum China (YUMC) in Q1 2024, closing a stake of 4,960 shares — an estimated $210K sold.

Relyea Zuckerberg Hanson first reported a position in YUMC in Q3 2020 and held it in 14 quarters. The position peaked at $356K in Q2 2021. 673 funds tracked by Wall St. Rank hold YUMC as of Q1 2024.

Relyea Zuckerberg Hanson reported no remaining Yum China position as of Q1 2024 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 4,960 Yum China shares in Q1 2024, an estimated $210K.
Relyea Zuckerberg Hanson first reported a position in Yum China in Q3 2020 and held it in 14 quarters.
Relyea Zuckerberg Hanson's Yum China position peaked at $356K in Q2 2021.
673 funds tracked by Wall St. Rank held Yum China as of Q1 2024.

Based on Relyea Zuckerberg Hanson's 13F filing for Q1 2024, filed 22 Apr 2024.