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EPG Wealth Management’s Yum China YUMC Stock Holding History

EPG 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
2020
Q2 		– Sell
-599
Closed -$25K – 798
2020
Q1 		$25K Buy
599
+533
+808% +$23.8K 0.02% 374
2019
Q4 		$3K Buy
+66
New +$2.93K ﹤0.01% 586

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

EPG Wealth Management's YUMC Position: Q2 2020 in Review

EPG Wealth Management sold out of Yum China (YUMC) in Q2 2020, closing a stake of 599 shares — an estimated $25K sold.

EPG Wealth Management first reported a position in YUMC in Q4 2019 and held it in 2 quarters. The position peaked at $25K in Q1 2020. 707 funds tracked by Wall St. Rank hold YUMC as of Q2 2020.

  • EPG Wealth Management reported no remaining Yum China position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 599 Yum China shares in Q2 2020, an estimated $25K.
  • EPG Wealth Management first reported a position in Yum China in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Yum China position peaked at $25K in Q1 2020.
  • 707 funds tracked by Wall St. Rank held Yum China as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.