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Enlightenment Research’s Yum China YUMC Stock Holding History

Enlightenment Research’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
-4,400
Closed -$212K – 126
2020
Q2 		$212K Buy
+4,400
New +$208K 0.51% 62
2019
Q3 		– Sell
-6,900
Closed -$328K – 289
2019
Q2 		$328K Buy
+6,900
New +$300K 0.17% 158
2019
Q1 		– Sell
-700
Closed -$23K – 696
2018
Q4 		$23K Buy
+700
New +$24K 0.03% 428

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

Enlightenment Research's YUMC Position: Q3 2020 in Review

Enlightenment Research sold out of Yum China (YUMC) in Q3 2020, closing a stake of 4,400 shares — an estimated $212K sold.

Enlightenment Research first reported a position in YUMC in Q4 2018 and held it in 3 quarters. The position peaked at $328K in Q2 2019. 709 funds tracked by Wall St. Rank hold YUMC as of Q3 2020.

  • Enlightenment Research reported no remaining Yum China position as of Q3 2020 after selling out during the quarter.
  • Enlightenment Research sold 4,400 Yum China shares in Q3 2020, an estimated $212K.
  • Enlightenment Research first reported a position in Yum China in Q4 2018 and held it in 3 quarters.
  • Enlightenment Research's Yum China position peaked at $328K in Q2 2019.
  • 709 funds tracked by Wall St. Rank held Yum China as of Q3 2020.

Based on Enlightenment Research's 13F filing for Q3 2020, filed 12 Nov 2020.