Bay Harbor Wealth Management’s Yum China YUMC Stock Holding History

Bay Harbor Wealth Management’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
2021 Q1	–	Sell	-498	Closed	-$28K	–	442
2020 Q4	$28K	Hold	498	–	–	0.01%	192
2020 Q3	$26K	Hold	498	–	–	0.01%	193
2020 Q2	$24K	Hold	498	–	–	0.01%	193
2020 Q1	$21K	Hold	498	–	–	0.01%	187
2019 Q4	$24K	Hold	498	–	–	0.01%	195
2019 Q3	$22K	Hold	498	–	–	0.01%	205
2019 Q2	$23K	Buy	+498	New	+$21.6K	0.01%	207

Other funds holding YUMC

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bay Harbor Wealth Management's YUMC Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of Yum China (YUMC) in Q1 2021, closing a stake of 498 shares — an estimated $28K sold.

Bay Harbor Wealth Management first reported a position in YUMC in Q2 2019 and held it in 7 quarters. The position peaked at $28K in Q4 2020. 776 funds tracked by Wall St. Rank hold YUMC as of Q1 2021.

Bay Harbor Wealth Management reported no remaining Yum China position as of Q1 2021 after selling out during the quarter.
Bay Harbor Wealth Management sold 498 Yum China shares in Q1 2021, an estimated $28K.
Bay Harbor Wealth Management first reported a position in Yum China in Q2 2019 and held it in 7 quarters.
Bay Harbor Wealth Management's Yum China position peaked at $28K in Q4 2020.
776 funds tracked by Wall St. Rank held Yum China as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.