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Wetzel Investment Advisors’s Yum China YUMC Stock Holding History

Wetzel Investment Advisors’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
-90
Closed -$3.58K – 920
2024
Q2 		$3.58K Sell
90
-1,477
-94% -$54.1K ﹤0.01% 641
2024
Q1 		$58.3K Buy
1,567
+429
+38% +$16.9K 0.03% 232
2023
Q4 		$48K Buy
+1,138
New +$53K 0.03% 251

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

Wetzel Investment Advisors's YUMC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Yum China (YUMC) in Q3 2024, closing a stake of 90 shares — an estimated $3.58K sold.

Wetzel Investment Advisors first reported a position in YUMC in Q4 2023 and held it in 3 quarters. The position peaked at $58.3K in Q1 2024. 680 funds tracked by Wall St. Rank hold YUMC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Yum China position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 90 Yum China shares in Q3 2024, an estimated $3.58K.
  • Wetzel Investment Advisors first reported a position in Yum China in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Yum China position peaked at $58.3K in Q1 2024.
  • 680 funds tracked by Wall St. Rank held Yum China as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.