Surevest’s Yum China YUMC Stock Holding History

Surevest’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 Q3	$30K	Buy	625 +2	+0.3%	+$96	0.01%	217
2022 Q2	$30K	Buy	623 +1	+0.2%	+$42	0.01%	236
2022 Q1	$26K	Buy	622 +2	+0.3%	+$94	0.01%	222
2021 Q4	$31K	Buy	+620	New	+$33.6K	0.01%	213

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

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Surevest's YUMC Position: Q3 2022 in Review

Surevest increased its Yum China (YUMC) stake by 0.32% in Q3 2022, buying an estimated $96 and bringing the position to 625 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #217.

Surevest first reported a position in YUMC in Q4 2021 and has held it in 4 quarters since. The position peaked at $31K in Q4 2021. 664 funds tracked by Wall St. Rank hold YUMC as of Q3 2022.

Surevest held 625 shares of Yum China worth $30K as of Q3 2022.
Surevest bought 2 Yum China shares in Q3 2022, an estimated $96.
Yum China made up 0.01% of Surevest's portfolio in Q3 2022, its #217 holding.
Surevest first reported a position in Yum China in Q4 2021 and has held it in 4 quarters since.
Surevest's Yum China position peaked at $31K in Q4 2021.
664 funds tracked by Wall St. Rank held Yum China as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.