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Elmwood Wealth Management’s Yum China YUMC Stock Holding History

Elmwood 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
2021
Q2 		$33K Hold
500
– – 0.02% 191
2021
Q1 		$30K Buy
+500
New +$29.9K 0.02% 191

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Elmwood Wealth Management's YUMC Position: Q2 2021 in Review

Elmwood Wealth Management held its Yum China (YUMC) position steady in Q2 2021 at 500 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #191.

Elmwood Wealth Management first reported a position in YUMC in Q1 2021 and has held it in 2 quarters since. 804 funds tracked by Wall St. Rank hold YUMC as of Q2 2021.

  • Elmwood Wealth Management held 500 shares of Yum China worth $33K as of Q2 2021.
  • Elmwood Wealth Management left its Yum China share count unchanged in Q2 2021.
  • Yum China made up 0.02% of Elmwood Wealth Management's portfolio in Q2 2021, its #191 holding.
  • Elmwood Wealth Management first reported a position in Yum China in Q1 2021 and has held it in 2 quarters since.
  • 804 funds tracked by Wall St. Rank held Yum China as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.