RFA
YUMC icon

Resurgent Financial Advisors’s Yum China YUMC Stock Holding History

Resurgent 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
2023
Q3 		– Sell
-908
Closed -$51.3K – 534
2023
Q2 		$51.3K Hold
908
– – 0.03% 326
2023
Q1 		$57.6K Hold
908
– – 0.04% 313
2022
Q4 		$49.6K Buy
+908
New +$46.2K 0.03% 424

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
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
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Resurgent Financial Advisors's YUMC Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of Yum China (YUMC) in Q3 2023, closing a stake of 908 shares — an estimated $51.3K sold.

Resurgent Financial Advisors first reported a position in YUMC in Q4 2022 and held it in 3 quarters. The position peaked at $57.6K in Q1 2023. 700 funds tracked by Wall St. Rank hold YUMC as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining Yum China position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 908 Yum China shares in Q3 2023, an estimated $51.3K.
  • Resurgent Financial Advisors first reported a position in Yum China in Q4 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's Yum China position peaked at $57.6K in Q1 2023.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.