CWM
YUMC icon

Catamount Wealth Management’s Yum China YUMC Stock Holding History

Catamount 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
2019
Q1 		$139K Hold
3,100
– – 0.08% 56
2018
Q4 		$113K Sell
3,100
-400
-11% -$13.7K 0.08% 52
2018
Q3 		$123K Hold
3,500
– – 0.06% 55
2018
Q2 		$121K Hold
3,500
– – 0.06% 51
2018
Q1 		$145K Hold
3,500
– – 0.08% 45
2017
Q4 		$140K Buy
+3,500
New +$144K 0.08% 45

Other funds holding YUMC

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Catamount Wealth Management's YUMC Position: Q1 2019 in Review

Catamount Wealth Management held its Yum China (YUMC) position steady in Q1 2019 at 3,100 shares worth $139K. The position accounts for 0.08% of the portfolio, ranked #56.

Catamount Wealth Management first reported a position in YUMC in Q4 2017 and has held it in 6 quarters since. The position peaked at $145K in Q1 2018. 708 funds tracked by Wall St. Rank hold YUMC as of Q1 2019.

  • Catamount Wealth Management held 3,100 shares of Yum China worth $139K as of Q1 2019.
  • Catamount Wealth Management left its Yum China share count unchanged in Q1 2019.
  • Yum China made up 0.08% of Catamount Wealth Management's portfolio in Q1 2019, its #56 holding.
  • Catamount Wealth Management first reported a position in Yum China in Q4 2017 and has held it in 6 quarters since.
  • Catamount Wealth Management's Yum China position peaked at $145K in Q1 2018.
  • 708 funds tracked by Wall St. Rank held Yum China as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.