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Rockbridge Investment Management’s Yum China YUMC Stock Holding History

Rockbridge Investment Management’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
-40
Closed -$1.7K – 654
2023
Q4 		$1.7K Buy
+40
New +$1.86K ﹤0.01% 566
2022
Q1 		– Sell
-49
Closed -$2K – 857
2021
Q4 		$2K Hold
49
– – ﹤0.01% 741
2021
Q3 		$3K Hold
49
– – ﹤0.01% 656
2021
Q2 		$3K Hold
49
– – ﹤0.01% 657
2021
Q1 		$3K Hold
49
– – ﹤0.01% 633
2020
Q4 		$3K Sell
49
-340
-87% -$19.1K ﹤0.01% 616
2020
Q3 		$21K Hold
389
– – 0.01% 378
2020
Q2 		$19K Buy
+389
New +$18.3K ﹤0.01% 350

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockbridge Investment Management's YUMC Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Yum China (YUMC) in Q1 2024, closing a stake of 40 shares — an estimated $1.7K sold.

Rockbridge Investment Management first reported a position in YUMC in Q2 2020 and held it in 8 quarters. The position peaked at $21K in Q3 2020. 673 funds tracked by Wall St. Rank hold YUMC as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Yum China position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 40 Yum China shares in Q1 2024, an estimated $1.7K.
  • Rockbridge Investment Management first reported a position in Yum China in Q2 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's Yum China position peaked at $21K in Q3 2020.
  • 673 funds tracked by Wall St. Rank held Yum China as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.