Wagner Wealth Management (South Carolina)’s Yum China YUMC Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-27	Closed	-$1K	–	703
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	672
2022 Q2	$1K	Buy	+27	New	+$1.14K	﹤0.01%	686
2022 Q1	–	Sell	-27	Closed	-$1K	–	665
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	673
2021 Q3	$2K	Sell	27 -194	-88%	-$11.9K	﹤0.01%	612
2021 Q2	$15K	Sell	221 -100	-31%	-$6.38K	0.01%	437
2021 Q1	$19K	Buy	+321	New	+$19.2K	0.01%	372
2018 Q3	$8K	Buy	228 +120	+111%	+$4.28K	0.01%	448
2018 Q2	$4K	Hold	108	–	–	﹤0.01%	483
2018 Q1	$4K	Hold	108	–	–	﹤0.01%	449
2017 Q4	$5K	Buy	+108	New	+$4.44K	﹤0.01%	535

Other funds holding YUMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s YUMC Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Yum China (YUMC) in Q4 2022, closing a stake of 27 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in YUMC in Q4 2017 and held it in 10 quarters. The position peaked at $19K in Q1 2021. 734 funds tracked by Wall St. Rank hold YUMC as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Yum China position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 27 Yum China shares in Q4 2022, an estimated $1K.
Wagner Wealth Management (South Carolina) first reported a position in Yum China in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Yum China position peaked at $19K in Q1 2021.
734 funds tracked by Wall St. Rank held Yum China as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.