Berman Capital Advisors’s Yum China YUMC Stock Holding History

Berman Capital 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
2021 Q3	$57K	Buy	982 +51	+5%	+$3.14K	0.01%	624
2021 Q2	$61K	Buy	931 +139	+18%	+$8.87K	0.01%	515
2021 Q1	$46K	Buy	792 +388	+96%	+$23.2K	0.01%	513
2020 Q4	$23K	Sell	404 -2	-0.5%	-$112	0.01%	633
2020 Q3	$21K	Sell	406 -531	-57%	-$28.1K	0.01%	576
2020 Q2	$44K	Sell	937 -17	-2%	-$802	0.01%	354
2020 Q1	$40K	Buy	954 +185	+24%	+$8.25K	0.01%	334
2019 Q4	$36K	Buy	769 +12	+2%	+$533	0.01%	392
2019 Q3	$33K	Hold	757	–	–	0.01%	386
2019 Q2	$34K	Buy	757 +81	+12%	+$3.52K	0.01%	386
2019 Q1	$29K	Buy	676 +138	+26%	+$5.44K	0.01%	378
2018 Q4	$17K	Buy	+538	New	+$18.5K	0.01%	415

Other funds holding YUMC

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

PCM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Berman Capital Advisors's YUMC Position: Q3 2021 in Review

Berman Capital Advisors increased its Yum China (YUMC) stake by 5.5% in Q3 2021, buying an estimated $3.14K and bringing the position to 982 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #624.

Berman Capital Advisors first reported a position in YUMC in Q4 2018 and has held it in 12 quarters since. The position peaked at $61K in Q2 2021. 755 funds tracked by Wall St. Rank hold YUMC as of Q3 2021.

Berman Capital Advisors held 982 shares of Yum China worth $57K as of Q3 2021.
Berman Capital Advisors bought 51 Yum China shares in Q3 2021, an estimated $3.14K.
Yum China made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #624 holding.
Berman Capital Advisors first reported a position in Yum China in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Yum China position peaked at $61K in Q2 2021.
755 funds tracked by Wall St. Rank held Yum China as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.