Triangle Securities Wealth Management’s Yum China YUMC Stock Holding History

Triangle Securities Wealth Management’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 Q1	–	Sell	-4,929	Closed	-$246K	–	182
2021 Q4	$246K	Sell	4,929 -105	-2%	-$5.7K	0.08%	169
2021 Q3	$293K	Hold	5,034	–	–	0.1%	156
2021 Q2	$334K	Hold	5,034	–	–	0.11%	155
2021 Q1	$298K	Hold	5,034	–	–	0.11%	154
2020 Q4	$287K	Sell	5,034 -350	-7%	-$19.7K	0.11%	154
2020 Q3	$285K	Hold	5,384	–	–	0.13%	146
2020 Q2	$259K	Sell	5,384 -430	-7%	-$20.3K	0.12%	144
2020 Q1	$248K	Hold	5,814	–	–	0.14%	135
2019 Q4	$279K	Hold	5,814	–	–	0.12%	137
2019 Q3	$264K	Hold	5,814	–	–	0.13%	138
2019 Q2	$251K	Hold	5,814	–	–	0.13%	134
2019 Q1	$261K	Buy	+5,814	New	+$229K	0.14%	136
2018 Q3	–	Sell	-6,139	Closed	-$236K	–	141
2018 Q2	$236K	Hold	6,139	–	–	0.13%	131
2018 Q1	$255K	Sell	6,139 -1,295	-17%	-$55.7K	0.15%	124
2017 Q4	$298K	Sell	7,434 -260	-3%	-$10.7K	0.17%	118
2017 Q3	$308K	Sell	7,694 -125	-2%	-$4.66K	0.18%	112
2017 Q2	$308K	Sell	7,819 -80	-1%	-$2.89K	0.2%	108
2017 Q1	$215K	Sell	7,899 -360	-4%	-$9.63K	0.14%	126
2016 Q4	$216K	Buy	+8,259	New	+$225K	0.14%	119

Other funds holding YUMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Triangle Securities Wealth Management's YUMC Position: Q1 2022 in Review

Triangle Securities Wealth Management sold out of Yum China (YUMC) in Q1 2022, closing a stake of 4,929 shares — an estimated $246K sold.

Triangle Securities Wealth Management first reported a position in YUMC in Q4 2016 and held it in 19 quarters. The position peaked at $334K in Q2 2021. 672 funds tracked by Wall St. Rank hold YUMC as of Q1 2022.

Triangle Securities Wealth Management reported no remaining Yum China position as of Q1 2022 after selling out during the quarter.
Triangle Securities Wealth Management sold 4,929 Yum China shares in Q1 2022, an estimated $246K.
Triangle Securities Wealth Management first reported a position in Yum China in Q4 2016 and held it in 19 quarters.
Triangle Securities Wealth Management's Yum China position peaked at $334K in Q2 2021.
672 funds tracked by Wall St. Rank held Yum China as of Q1 2022.

Based on Triangle Securities Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.