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West Family Investments’s Yum China YUMC Stock Holding History

West Family Investments’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
-6,990
Closed -$348K – 354
2021
Q4 		$348K Sell
6,990
-955
-12% -$51.8K 0.09% 178
2021
Q3 		$462K Sell
7,945
-162
-2% -$9.96K 0.12% 146
2021
Q2 		$537K Buy
+8,107
New +$517K 0.15% 124

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

West Family Investments's YUMC Position: Q1 2022 in Review

West Family Investments sold out of Yum China (YUMC) in Q1 2022, closing a stake of 6,990 shares — an estimated $348K sold.

West Family Investments first reported a position in YUMC in Q2 2021 and held it in 3 quarters. The position peaked at $537K in Q2 2021. 671 funds tracked by Wall St. Rank hold YUMC as of Q1 2022.

  • West Family Investments reported no remaining Yum China position as of Q1 2022 after selling out during the quarter.
  • West Family Investments sold 6,990 Yum China shares in Q1 2022, an estimated $348K.
  • West Family Investments first reported a position in Yum China in Q2 2021 and held it in 3 quarters.
  • West Family Investments's Yum China position peaked at $537K in Q2 2021.
  • 671 funds tracked by Wall St. Rank held Yum China as of Q1 2022.

Based on West Family Investments's 13F filing for Q1 2022, filed 13 May 2022.