Smith Salley Wealth Management’s Yum China YUMC Stock Holding History

Smith Salley 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 Q4	–	Sell	-4,329	Closed	-$241K	–	247
2023 Q3	$241K	Sell	4,329 -5	-0.1%	-$280	0.02%	217
2023 Q2	$245K	Buy	4,334 +14	+0.3%	+$844	0.02%	211
2023 Q1	$274K	Hold	4,320	–	–	0.02%	200
2022 Q4	$236K	Hold	4,320	–	–	0.02%	206
2022 Q3	$204K	Hold	4,320	–	–	0.02%	206
2022 Q2	$210K	Buy	+4,320	New	+$182K	0.02%	215
2022 Q1	–	Sell	-5,901	Closed	-$294K	–	257
2021 Q4	$294K	Hold	5,901	–	–	0.02%	211
2021 Q3	$343K	Buy	5,901 +70	+1%	+$4.3K	0.03%	205
2021 Q2	$386K	Buy	5,831 +43	+0.7%	+$2.74K	0.03%	201
2021 Q1	$343K	Buy	+5,788	New	+$346K	0.03%	201

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

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

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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Smith Salley Wealth Management's YUMC Position: Q4 2023 in Review

Smith Salley Wealth Management sold out of Yum China (YUMC) in Q4 2023, closing a stake of 4,329 shares — an estimated $241K sold.

Smith Salley Wealth Management first reported a position in YUMC in Q1 2021 and held it in 10 quarters. The position peaked at $386K in Q2 2021. 682 funds tracked by Wall St. Rank hold YUMC as of Q4 2023.

Smith Salley Wealth Management reported no remaining Yum China position as of Q4 2023 after selling out during the quarter.
Smith Salley Wealth Management sold 4,329 Yum China shares in Q4 2023, an estimated $241K.
Smith Salley Wealth Management first reported a position in Yum China in Q1 2021 and held it in 10 quarters.
Smith Salley Wealth Management's Yum China position peaked at $386K in Q2 2021.
682 funds tracked by Wall St. Rank held Yum China as of Q4 2023.

Based on Smith Salley Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.