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Chesley Taft & Associates’s Yum China YUMC Stock Holding History

Chesley Taft & Associates’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 		– Sell
-3,150
Closed -$209K – 299
2021
Q2 		$209K Buy
+3,150
New +$201K 0.01% 288
2019
Q4 		– Sell
-4,630
Closed -$210K – 268
2019
Q3 		$210K Hold
4,630
– – 0.02% 260
2019
Q2 		$214K Hold
4,630
– – 0.02% 244
2019
Q1 		$208K Buy
+4,630
New +$182K 0.02% 250

Other funds holding YUMC

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Chesley Taft & Associates's YUMC Position: Q3 2021 in Review

Chesley Taft & Associates sold out of Yum China (YUMC) in Q3 2021, closing a stake of 3,150 shares — an estimated $209K sold.

Chesley Taft & Associates first reported a position in YUMC in Q1 2019 and held it in 4 quarters. The position peaked at $214K in Q2 2019. 754 funds tracked by Wall St. Rank hold YUMC as of Q3 2021.

  • Chesley Taft & Associates reported no remaining Yum China position as of Q3 2021 after selling out during the quarter.
  • Chesley Taft & Associates sold 3,150 Yum China shares in Q3 2021, an estimated $209K.
  • Chesley Taft & Associates first reported a position in Yum China in Q1 2019 and held it in 4 quarters.
  • Chesley Taft & Associates's Yum China position peaked at $214K in Q2 2019.
  • 754 funds tracked by Wall St. Rank held Yum China as of Q3 2021.

Based on Chesley Taft & Associates's 13F filing for Q3 2021, filed 5 Oct 2021.