Sageworth Trust’s Yum China YUMC Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-27	Closed	-$1K	–	603
2022 Q4	$1K	Buy	+27	New	+$1.37K	﹤0.01%	449
2020 Q3	–	Sell	-1	Closed	–	–	356
2020 Q2	$0	Buy	+1	New	+$47	﹤0.01%	354
2018 Q1	–	Sell	-12	Closed	–	–	201
2017 Q4	$0	Buy	+12	New	+$494	﹤0.01%	152

Other funds holding YUMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sageworth Trust's YUMC Position: Q1 2023 in Review

Sageworth Trust sold out of Yum China (YUMC) in Q1 2023, closing a stake of 27 shares — an estimated $1K sold.

Sageworth Trust first reported a position in YUMC in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 744 funds tracked by Wall St. Rank hold YUMC as of Q1 2023.

Sageworth Trust reported no remaining Yum China position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 27 Yum China shares in Q1 2023, an estimated $1K.
Sageworth Trust first reported a position in Yum China in Q4 2017 and held it in 3 quarters.
Sageworth Trust's Yum China position peaked at $1K in Q4 2022.
744 funds tracked by Wall St. Rank held Yum China as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.