Sutton Wealth Advisors’s Yum China YUMC Stock Holding History

Sutton Wealth 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 Q3	$947	Sell	17 -8	-32%	-$448	﹤0.01%	795
2023 Q2	$1.41K	Hold	25	–	–	﹤0.01%	743
2023 Q1	$1.58K	Sell	25 -601	-96%	-$36.3K	﹤0.01%	677
2022 Q4	$34.2K	Hold	626	–	–	0.01%	505
2022 Q3	$29.6K	Buy	626 +11	+2%	+$528	0.01%	532
2022 Q2	$29.8K	Sell	615 -32	-5%	-$1.35K	0.01%	535
2022 Q1	$26.9K	Hold	647	–	–	0.01%	613
2021 Q4	$32.2K	Sell	647 -7	-1%	-$380	0.01%	552
2021 Q3	$38K	Hold	654	–	–	0.01%	478
2021 Q2	$43.3K	Hold	654	–	–	0.02%	444
2021 Q1	$38.7K	Hold	654	–	–	0.02%	462
2020 Q4	$37.3K	Hold	654	–	–	0.02%	436
2020 Q3	$34.6K	Hold	654	–	–	0.02%	392
2020 Q2	$31.4K	Hold	654	–	–	0.02%	414
2020 Q1	$27.9K	Buy	654 +13	+2%	+$580	0.02%	386
2019 Q4	$30.8K	Hold	641	–	–	0.02%	444
2019 Q3	$29.1K	Hold	641	–	–	0.02%	459
2019 Q2	$29.6K	Hold	641	–	–	0.02%	459
2019 Q1	$28.8K	Buy	641 +11	+2%	+$433	0.02%	458
2018 Q4	$21.1K	Hold	630	–	–	0.01%	505
2018 Q3	$22.1K	Hold	630	–	–	0.01%	553
2018 Q2	$24.2K	Hold	630	–	–	0.02%	525
2018 Q1	$26.1K	Hold	630	–	–	0.02%	463
2017 Q4	$25.2K	Hold	630	–	–	0.02%	472
2017 Q3	$25.2K	Hold	630	–	–	0.02%	468
2017 Q2	$24.8K	Hold	630	–	–	0.02%	453
2017 Q1	$17.1K	Hold	630	–	–	0.01%	569
2016 Q4	$16.5K	Buy	+630	New	+$17.1K	0.01%	555

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

Sutton Wealth Advisors's YUMC Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Yum China (YUMC) stake by 32% in Q3 2023, selling an estimated $448 and leaving 17 shares worth $947. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Sutton Wealth Advisors first reported a position in YUMC in Q4 2016 and has held it in 28 quarters since. The position peaked at $43.3K in Q2 2021. 701 funds tracked by Wall St. Rank hold YUMC as of Q3 2023.

Sutton Wealth Advisors held 17 shares of Yum China worth $947 as of Q3 2023.
Sutton Wealth Advisors sold 8 Yum China shares in Q3 2023, an estimated $448.
Yum China made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #795 holding.
Sutton Wealth Advisors first reported a position in Yum China in Q4 2016 and has held it in 28 quarters since.
Sutton Wealth Advisors's Yum China position peaked at $43.3K in Q2 2021.
701 funds tracked by Wall St. Rank held Yum China as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.