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Tilia Fiduciary Partners’s Yum China YUMC Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-634
Closed -$35.8K – 521
2023
Q2 		$35.8K Hold
634
– – 0.03% 249
2023
Q1 		$40.2K Sell
634
-4,829
-88% -$292K 0.04% 234
2022
Q4 		$299K Sell
5,463
-1,436
-21% -$73K 0.29% 87
2022
Q3 		$305K Sell
6,899
-5,186
-43% -$249K 0.31% 84
2022
Q2 		$560K Buy
12,085
+294
+2% +$12.4K 0.53% 59
2022
Q1 		$490K Sell
11,791
-576
-5% -$27.1K 0.42% 67
2021
Q4 		$616K Buy
+12,367
New +$671K 0.49% 65

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $1.41B AUM 8.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Tilia Fiduciary Partners's YUMC Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Yum China (YUMC) in Q3 2023, closing a stake of 634 shares — an estimated $35.8K sold.

Tilia Fiduciary Partners first reported a position in YUMC in Q4 2021 and held it in 7 quarters. The position peaked at $616K in Q4 2021. 701 funds tracked by Wall St. Rank hold YUMC as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Yum China position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 634 Yum China shares in Q3 2023, an estimated $35.8K.
  • Tilia Fiduciary Partners first reported a position in Yum China in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Yum China position peaked at $616K in Q4 2021.
  • 701 funds tracked by Wall St. Rank held Yum China as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.