SWM
YUMC icon

Scissortail Wealth Management’s Yum China YUMC Stock Holding History

Scissortail Wealth 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
2023
Q1 		– Sell
-4,435
Closed -$271K – 125
2022
Q4 		$271K Buy
+4,435
New +$225K 0.16% 94

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Scissortail Wealth Management's YUMC Position: Q1 2023 in Review

Scissortail Wealth Management sold out of Yum China (YUMC) in Q1 2023, closing a stake of 4,435 shares — an estimated $271K sold.

Scissortail Wealth Management first reported a position in YUMC in Q4 2022 and held it in 1 quarter. The position peaked at $271K in Q4 2022. 744 funds tracked by Wall St. Rank hold YUMC as of Q1 2023.

  • Scissortail Wealth Management reported no remaining Yum China position as of Q1 2023 after selling out during the quarter.
  • Scissortail Wealth Management sold 4,435 Yum China shares in Q1 2023, an estimated $271K.
  • Scissortail Wealth Management first reported a position in Yum China in Q4 2022 and held it in 1 quarter.
  • Scissortail Wealth Management's Yum China position peaked at $271K in Q4 2022.
  • 744 funds tracked by Wall St. Rank held Yum China as of Q1 2023.

Based on Scissortail Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.