Selective Wealth Management’s Yum China YUMC Stock Holding History

Selective 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
2022 Q4	–	Sell	-100	Closed	-$5K	–	755
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	605
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	643
2022 Q1	$4K	Sell	100 -200	-67%	-$9.42K	﹤0.01%	626
2021 Q4	$15K	Hold	300	–	–	0.01%	444
2021 Q3	$17K	Sell	300 -4,320	-94%	-$266K	0.01%	382
2021 Q2	$306K	Buy	4,620 +4,320	+1,440%	+$276K	0.24%	42
2021 Q1	$18K	Buy	+300	New	+$17.9K	0.02%	205
2020 Q3	–	Sell	-194	Closed	-$9K	–	423
2020 Q2	$9K	Hold	194	–	–	0.01%	251
2020 Q1	$8K	Hold	194	–	–	0.01%	171
2019 Q4	$9K	Hold	194	–	–	0.01%	175
2019 Q3	$9K	Buy	+194	New	+$8.66K	0.01%	178

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Selective Wealth Management's YUMC Position: Q4 2022 in Review

Selective Wealth Management sold out of Yum China (YUMC) in Q4 2022, closing a stake of 100 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in YUMC in Q3 2019 and held it in 11 quarters. The position peaked at $306K in Q2 2021. 733 funds tracked by Wall St. Rank hold YUMC as of Q4 2022.

Selective Wealth Management reported no remaining Yum China position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 100 Yum China shares in Q4 2022, an estimated $5K.
Selective Wealth Management first reported a position in Yum China in Q3 2019 and held it in 11 quarters.
Selective Wealth Management's Yum China position peaked at $306K in Q2 2021.
733 funds tracked by Wall St. Rank held Yum China as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.