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SeaCrest Wealth Management’s Yum China YUMC Stock Holding History

SeaCrest 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
Q3 		– Sell
-3,829
Closed -$216K – 657
2023
Q2 		$216K Buy
3,829
+1
+0% +$60 0.03% 556
2023
Q1 		$243K Buy
3,828
+2
+0.1% +$121 0.03% 528
2022
Q4 		$209K Buy
+3,826
New +$194K 0.03% 549
2022
Q3 		– Sell
-3,823
Closed -$185K – 1562
2022
Q2 		$185K Buy
+3,823
New +$161K 0.02% 632
2021
Q4 		– Sell
-3,817
Closed -$222K – 736
2021
Q3 		$222K Buy
3,817
+302
+9% +$18.6K 0.03% 595
2021
Q2 		$233K Buy
3,515
+1
+0% +$64 0.03% 589
2021
Q1 		$208K Buy
3,514
+1
+0% +$60 0.03% 600
2020
Q4 		$201K Sell
3,513
-288
-8% -$16.2K 0.03% 569
2020
Q3 		$201K Buy
+3,801
New +$201K 0.03% 517
2019
Q2 		– Sell
-3,339
Closed -$150K – 1890
2019
Q1 		$150K Buy
3,339
+407
+14% +$16K 0.03% 558
2018
Q4 		$98K Sell
2,932
-998
-25% -$34.2K 0.02% 669
2018
Q3 		$138K Buy
3,930
+251
+7% +$8.94K 0.02% 636
2018
Q2 		$141K Buy
3,679
+326
+10% +$12.9K 0.03% 611
2018
Q1 		$139K Hold
3,353
– – 0.03% 601
2017
Q4 		$134K Buy
+3,353
New +$138K 0.02% 614

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

SeaCrest Wealth Management's YUMC Position: Q3 2023 in Review

SeaCrest Wealth Management sold out of Yum China (YUMC) in Q3 2023, closing a stake of 3,829 shares — an estimated $216K sold.

SeaCrest Wealth Management first reported a position in YUMC in Q4 2017 and held it in 15 quarters. The position peaked at $243K in Q1 2023. 701 funds tracked by Wall St. Rank hold YUMC as of Q3 2023.

  • SeaCrest Wealth Management reported no remaining Yum China position as of Q3 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 3,829 Yum China shares in Q3 2023, an estimated $216K.
  • SeaCrest Wealth Management first reported a position in Yum China in Q4 2017 and held it in 15 quarters.
  • SeaCrest Wealth Management's Yum China position peaked at $243K in Q1 2023.
  • 701 funds tracked by Wall St. Rank held Yum China as of Q3 2023.

Based on SeaCrest Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.