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Brewin Dolphin Wealth Management’s Yum China YUMC Stock Holding History

Brewin Dolphin 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
2020
Q1 		– Sell
-420
Closed -$20.2K – 212
2019
Q4 		$20.2K Hold
420
– – 0.01% 154
2019
Q3 		$19.1K Hold
420
– – 0.01% 148
2019
Q2 		$19.4K Buy
+420
New +$18.2K 0.01% 155

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
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brewin Dolphin Wealth Management's YUMC Position: Q1 2020 in Review

Brewin Dolphin Wealth Management sold out of Yum China (YUMC) in Q1 2020, closing a stake of 420 shares — an estimated $20.2K sold.

Brewin Dolphin Wealth Management first reported a position in YUMC in Q2 2019 and held it in 3 quarters. The position peaked at $20.2K in Q4 2019. 671 funds tracked by Wall St. Rank hold YUMC as of Q1 2020.

  • Brewin Dolphin Wealth Management reported no remaining Yum China position as of Q1 2020 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 420 Yum China shares in Q1 2020, an estimated $20.2K.
  • Brewin Dolphin Wealth Management first reported a position in Yum China in Q2 2019 and held it in 3 quarters.
  • Brewin Dolphin Wealth Management's Yum China position peaked at $20.2K in Q4 2019.
  • 671 funds tracked by Wall St. Rank held Yum China as of Q1 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q1 2020, filed 9 Nov 2023.