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Aperio Group’s Yum China YUMC Stock Holding History

Aperio 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
2020
Q4 		$22.1M Buy
386,383
+35,691
+10% +$2M 0.07% 289
2020
Q3 		$18.6M Sell
350,692
-36,099
-9% -$1.91M 0.06% 294
2020
Q2 		$18.6M Buy
386,791
+11,006
+3% +$519K 0.07% 274
2020
Q1 		$16M Buy
375,785
+42,057
+13% +$1.88M 0.07% 274
2019
Q4 		$16M Buy
333,728
+40,046
+14% +$1.78M 0.06% 360
2019
Q3 		$13.3M Buy
293,682
+36,116
+14% +$1.61M 0.05% 395
2019
Q2 		$11.9M Buy
257,566
+48,192
+23% +$2.09M 0.05% 418
2019
Q1 		$9.4M Buy
209,374
+24,791
+13% +$976K 0.04% 481
2018
Q4 		$6.19M Sell
184,583
-16,681
-8% -$572K 0.03% 563
2018
Q3 		$7.07M Sell
201,264
-64,491
-24% -$2.3M 0.03% 560
2018
Q2 		$10.2M Sell
265,755
-22,408
-8% -$888K 0.05% 430
2018
Q1 		$12M Sell
288,163
-36,527
-11% -$1.57M 0.06% 372
2017
Q4 		$13M Sell
324,690
-15,335
-5% -$631K 0.07% 348
2017
Q3 		$13.6M Buy
340,025
+44,084
+15% +$1.64M 0.08% 313
2017
Q2 		$11.7M Buy
295,941
+43,905
+17% +$1.58M 0.07% 327
2017
Q1 		$6.86M Buy
252,036
+19,572
+8% +$523K 0.05% 446
2016
Q4 		$6.07M Buy
+232,464
New +$6.32M 0.05% 436

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
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group's YUMC Position: Q4 2020 in Review

Aperio Group increased its Yum China (YUMC) stake by 10% in Q4 2020, buying an estimated $2M and bringing the position to 386,383 shares worth $22.1M. The position accounts for 0.07% of the portfolio, ranked #289.

Aperio Group first reported a position in YUMC in Q4 2016 and has held it in 17 quarters since. 786 funds tracked by Wall St. Rank hold YUMC as of Q4 2020.

  • Aperio Group held 386,383 shares of Yum China worth $22.1M as of Q4 2020.
  • Aperio Group bought 35,691 Yum China shares in Q4 2020, an estimated $2M.
  • Yum China made up 0.07% of Aperio Group's portfolio in Q4 2020, its #289 holding.
  • Aperio Group first reported a position in Yum China in Q4 2016 and has held it in 17 quarters since.
  • 786 funds tracked by Wall St. Rank held Yum China as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.