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Crescent Grove Advisors’s Yum China YUMC Stock Holding History

Crescent Grove 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
2020
Q1 		– Sell
-4,571
Closed -$219K – 168
2019
Q4 		$219K Hold
4,571
– – 0.04% 144
2019
Q3 		$208K Buy
+4,571
New +$204K 0.04% 145

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

Crescent Grove Advisors's YUMC Position: Q1 2020 in Review

Crescent Grove Advisors sold out of Yum China (YUMC) in Q1 2020, closing a stake of 4,571 shares — an estimated $219K sold.

Crescent Grove Advisors first reported a position in YUMC in Q3 2019 and held it in 2 quarters. The position peaked at $219K in Q4 2019. 671 funds tracked by Wall St. Rank hold YUMC as of Q1 2020.

  • Crescent Grove Advisors reported no remaining Yum China position as of Q1 2020 after selling out during the quarter.
  • Crescent Grove Advisors sold 4,571 Yum China shares in Q1 2020, an estimated $219K.
  • Crescent Grove Advisors first reported a position in Yum China in Q3 2019 and held it in 2 quarters.
  • Crescent Grove Advisors's Yum China position peaked at $219K in Q4 2019.
  • 671 funds tracked by Wall St. Rank held Yum China as of Q1 2020.

Based on Crescent Grove Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.