Steward Financial Group’s Yum China YUMC Stock Holding History

Steward Financial Group’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 Q3	$17K	Hold	306	–	–	0.01%	277
2023 Q2	$17K	Sell	306 -3	-1%	-$181	0.01%	272
2023 Q1	$19K	Hold	309	–	–	0.01%	140
2022 Q4	$16K	Buy	+309	New	+$15.7K	0.01%	124
2022 Q3	–	Sell	-1,067	Closed	-$51K	–	1365
2022 Q2	$51K	Buy	1,067 +3	+0.3%	+$126	0.04%	88
2022 Q1	$44K	Hold	1,064	–	–	0.04%	92
2021 Q4	$53K	Buy	+1,064	New	+$57.7K	0.05%	73

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Steward Financial Group's YUMC Position: Q3 2023 in Review

Steward Financial Group held its Yum China (YUMC) position steady in Q3 2023 at 306 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #277.

Steward Financial Group first reported a position in YUMC in Q4 2021 and has held it in 7 quarters since. The position peaked at $53K in Q4 2021. 700 funds tracked by Wall St. Rank hold YUMC as of Q3 2023.

Steward Financial Group held 306 shares of Yum China worth $17K as of Q3 2023.
Steward Financial Group left its Yum China share count unchanged in Q3 2023.
Yum China made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #277 holding.
Steward Financial Group first reported a position in Yum China in Q4 2021 and has held it in 7 quarters since.
Steward Financial Group's Yum China position peaked at $53K in Q4 2021.
700 funds tracked by Wall St. Rank held Yum China as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.