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Sheaff Brock Investment Advisors’s Yum China YUMC Stock Holding History

Sheaff Brock Investment Advisors’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
Q2 		– Sell
-3,238
Closed -$205K – 531
2023
Q1 		$205K Buy
3,238
+503
+18% +$30.4K 0.02% 429
2022
Q4 		$149K Buy
+2,735
New +$139K 0.01% 443
2017
Q2 		– Sell
-12,513
Closed -$340K – 657
2017
Q1 		$340K Sell
12,513
-1,524
-11% -$40.8K 0.04% 361
2016
Q4 		$367K Buy
+14,037
New +$382K 0.05% 343

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

Sheaff Brock Investment Advisors's YUMC Position: Q2 2023 in Review

Sheaff Brock Investment Advisors sold out of Yum China (YUMC) in Q2 2023, closing a stake of 3,238 shares — an estimated $205K sold.

Sheaff Brock Investment Advisors first reported a position in YUMC in Q4 2016 and held it in 4 quarters. The position peaked at $367K in Q4 2016. 735 funds tracked by Wall St. Rank hold YUMC as of Q2 2023.

  • Sheaff Brock Investment Advisors reported no remaining Yum China position as of Q2 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,238 Yum China shares in Q2 2023, an estimated $205K.
  • Sheaff Brock Investment Advisors first reported a position in Yum China in Q4 2016 and held it in 4 quarters.
  • Sheaff Brock Investment Advisors's Yum China position peaked at $367K in Q4 2016.
  • 735 funds tracked by Wall St. Rank held Yum China as of Q2 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.