VAG
YUMC icon

VisionPoint Advisory Group’s Yum China YUMC Stock Holding History

VisionPoint Advisory Group’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
Q4 		– Sell
-184
Closed -$10.3K – 901
2023
Q3 		$10.3K Buy
+184
New +$10.3K ﹤0.01% 443

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $298B AUM 21.96% 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 $1.75B AUM 7.74% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VisionPoint Advisory Group's YUMC Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Yum China (YUMC) in Q4 2023, closing a stake of 184 shares — an estimated $10.3K sold.

VisionPoint Advisory Group first reported a position in YUMC in Q3 2023 and held it in 1 quarter. The position peaked at $10.3K in Q3 2023. 682 funds tracked by Wall St. Rank hold YUMC as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Yum China position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 184 Yum China shares in Q4 2023, an estimated $10.3K.
  • VisionPoint Advisory Group first reported a position in Yum China in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Yum China position peaked at $10.3K in Q3 2023.
  • 682 funds tracked by Wall St. Rank held Yum China as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.