Tarbox Family Office’s Yum China YUMC Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-138	Closed	-$6K	–	1006
2022 Q1	$6K	Hold	138	–	–	﹤0.01%	505
2021 Q4	$7K	Hold	138	–	–	﹤0.01%	538
2021 Q3	$8K	Hold	138	–	–	﹤0.01%	538
2021 Q2	$9K	Hold	138	–	–	﹤0.01%	517
2021 Q1	$8K	Hold	138	–	–	﹤0.01%	461
2020 Q4	$8K	Sell	138 -35	-20%	-$1.97K	﹤0.01%	442
2020 Q3	$9K	Hold	173	–	–	﹤0.01%	404
2020 Q2	$8K	Hold	173	–	–	﹤0.01%	418
2020 Q1	$7K	Sell	173 -2	-1%	-$89	﹤0.01%	383
2019 Q4	$8K	Sell	175 -10	-5%	-$444	﹤0.01%	425
2019 Q3	$8K	Sell	185 -2	-1%	-$89	﹤0.01%	387
2019 Q2	$9K	Buy	187 +24	+15%	+$1.04K	﹤0.01%	361
2019 Q1	$7K	Hold	163	–	–	﹤0.01%	365
2018 Q4	$5K	Sell	163 -2	-1%	-$69	﹤0.01%	391
2018 Q3	$6K	Hold	165	–	–	﹤0.01%	389
2018 Q2	$6K	Hold	165	–	–	﹤0.01%	381
2018 Q1	$7K	Hold	165	–	–	﹤0.01%	375
2017 Q4	$7K	Hold	165	–	–	﹤0.01%	369
2017 Q3	$7K	Sell	165 -423	-72%	-$15.8K	﹤0.01%	355
2017 Q2	$23K	Hold	588	–	–	0.01%	201
2017 Q1	$16K	Hold	588	–	–	0.01%	244
2016 Q4	$15K	Buy	+588	New	+$16K	0.01%	219

Other funds holding YUMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

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

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

Schroder Investment Management Group

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

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return