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Sterling Financial Planning’s Yum China YUMC Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-470
Closed -$27K – 411
2021
Q3 		$27K Hold
470
– – 0.02% 239
2021
Q2 		$31K Hold
470
– – 0.02% 216
2021
Q1 		$28K Hold
470
– – 0.02% 204
2020
Q4 		$27K Buy
+470
New +$26.4K 0.02% 191

Other funds holding YUMC

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Sterling Financial Planning's YUMC Position: Q4 2021 in Review

Sterling Financial Planning sold out of Yum China (YUMC) in Q4 2021, closing a stake of 470 shares — an estimated $27K sold.

Sterling Financial Planning first reported a position in YUMC in Q4 2020 and held it in 4 quarters. The position peaked at $31K in Q2 2021. 760 funds tracked by Wall St. Rank hold YUMC as of Q4 2021.

  • Sterling Financial Planning reported no remaining Yum China position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 470 Yum China shares in Q4 2021, an estimated $27K.
  • Sterling Financial Planning first reported a position in Yum China in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Yum China position peaked at $31K in Q2 2021.
  • 760 funds tracked by Wall St. Rank held Yum China as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.