Tyler-Stone Wealth Management’s Yum China YUMC Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-1,000	Closed	-$30.8K	–	968
2024 Q2	$30.8K	Hold	1,000	–	–	0.01%	447
2024 Q1	$39.8K	Hold	1,000	–	–	0.02%	401
2023 Q4	$42.4K	Sell	1,000 -200	-17%	-$9.31K	0.02%	376
2023 Q3	$67K	Hold	1,200	–	–	0.04%	301
2023 Q2	$68K	Buy	+1,200	New	+$72.4K	0.04%	304
2022 Q4	$55K	Hold	1,000	–	–	0.04%	305
2022 Q3	$47K	Hold	1,000	–	–	0.04%	305
2022 Q2	$49K	Hold	1,000	–	–	0.03%	322
2022 Q1	$42K	Hold	1,000	–	–	0.02%	363
2021 Q4	$50K	Buy	+1,000	New	+$54.3K	0.03%	362

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

GAM

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

PCM

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Tyler-Stone Wealth Management's YUMC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Yum China (YUMC) in Q3 2024, closing a stake of 1,000 shares — an estimated $30.8K sold.

Tyler-Stone Wealth Management first reported a position in YUMC in Q4 2021 and held it in 10 quarters. The position peaked at $68K in Q2 2023. 680 funds tracked by Wall St. Rank hold YUMC as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Yum China position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,000 Yum China shares in Q3 2024, an estimated $30.8K.
Tyler-Stone Wealth Management first reported a position in Yum China in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Yum China position peaked at $68K in Q2 2023.
680 funds tracked by Wall St. Rank held Yum China as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.