Safeguard Financial’s Yum China YUMC Stock Holding History

Safeguard Financial’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	-40	Closed	-$2K	–	578
2023 Q2	$2K	Buy	+40	New	+$2.41K	﹤0.01%	478

Other funds holding YUMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

GAM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Safeguard Financial's YUMC Position: Q3 2023 in Review

Safeguard Financial sold out of Yum China (YUMC) in Q3 2023, closing a stake of 40 shares — an estimated $2K sold.

Safeguard Financial first reported a position in YUMC in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 700 funds tracked by Wall St. Rank hold YUMC as of Q3 2023.

Safeguard Financial reported no remaining Yum China position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 40 Yum China shares in Q3 2023, an estimated $2K.
Safeguard Financial first reported a position in Yum China in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Yum China position peaked at $2K in Q2 2023.
700 funds tracked by Wall St. Rank held Yum China as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.