TSWM
YUMC icon

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
Q1 		– Sell
-3
Closed -$12 – 1004
2023
Q4 		$12 Hold
3
– – ﹤0.01% 949
2023
Q3 		$1K Hold
3
– – ﹤0.01% 895
2023
Q2 		$1K Buy
+3
New +$181 ﹤0.01% 881

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
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. 681 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.
  • 681 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.