EWP
YUMC icon

Engrave Wealth Partners’s Yum China YUMC Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-47
Closed -$2K – 429
2020
Q2 		$2K Hold
47
– – ﹤0.01% 415
2020
Q1 		$2K Hold
47
– – ﹤0.01% 370
2019
Q4 		$2K Buy
+47
New +$2.09K ﹤0.01% 407

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Engrave Wealth Partners's YUMC Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Yum China (YUMC) in Q3 2020, closing a stake of 47 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in YUMC in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 709 funds tracked by Wall St. Rank hold YUMC as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Yum China position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 47 Yum China shares in Q3 2020, an estimated $2K.
  • Engrave Wealth Partners first reported a position in Yum China in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Yum China position peaked at $2K in Q2 2020.
  • 709 funds tracked by Wall St. Rank held Yum China as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.