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Seed Wealth Management’s Yum China YUMC Stock Holding History

Seed 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
2024
Q1 		– Sell
-5,545
Closed -$235K – 156
2023
Q4 		$235K Buy
5,545
+1,450
+35% +$67.5K 0.24% 119
2023
Q3 		$228K Hold
4,095
– – 0.26% 112
2023
Q2 		$231K Hold
4,095
– – 0.25% 117
2023
Q1 		$260K Hold
4,095
– – 0.29% 86
2022
Q4 		$224K Buy
+4,095
New +$208K 0.26% 105

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

Seed Wealth Management's YUMC Position: Q1 2024 in Review

Seed Wealth Management sold out of Yum China (YUMC) in Q1 2024, closing a stake of 5,545 shares — an estimated $235K sold.

Seed Wealth Management first reported a position in YUMC in Q4 2022 and held it in 5 quarters. The position peaked at $260K in Q1 2023. 673 funds tracked by Wall St. Rank hold YUMC as of Q1 2024.

  • Seed Wealth Management reported no remaining Yum China position as of Q1 2024 after selling out during the quarter.
  • Seed Wealth Management sold 5,545 Yum China shares in Q1 2024, an estimated $235K.
  • Seed Wealth Management first reported a position in Yum China in Q4 2022 and held it in 5 quarters.
  • Seed Wealth Management's Yum China position peaked at $260K in Q1 2023.
  • 673 funds tracked by Wall St. Rank held Yum China as of Q1 2024.

Based on Seed Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.