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Essex Savings Bank’s Yum China YUMC Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-2,192
Closed -$101K – 627
2019
Q2 		$101K Buy
2,192
+1,650
+304% +$71.6K 0.04% 341
2019
Q1 		$24K Hold
542
– – 0.01% 396
2018
Q4 		$18K Buy
+542
New +$18.6K 0.01% 437

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $315B AUM 27.84% 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 $3.37T AUM 44.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essex Savings Bank's YUMC Position: Q3 2019 in Review

Essex Savings Bank sold out of Yum China (YUMC) in Q3 2019, closing a stake of 2,192 shares — an estimated $101K sold.

Essex Savings Bank first reported a position in YUMC in Q4 2018 and held it in 3 quarters. The position peaked at $101K in Q2 2019. 684 funds tracked by Wall St. Rank hold YUMC as of Q3 2019.

  • Essex Savings Bank reported no remaining Yum China position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 2,192 Yum China shares in Q3 2019, an estimated $101K.
  • Essex Savings Bank first reported a position in Yum China in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Yum China position peaked at $101K in Q2 2019.
  • 684 funds tracked by Wall St. Rank held Yum China as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.