Evoke Wealth’s Yum China YUMC Stock Holding History

Evoke Wealth’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	–	Sell	-55	Closed	-$3K	–	1240
2021 Q1	$3K	Buy	+55	New	+$3.29K	﹤0.01%	980
2020 Q3	–	Sell	-34	Closed	-$2K	–	1147
2020 Q2	$2K	Buy	34 +17	+100%	+$802	﹤0.01%	911
2020 Q1	$733	Sell	17 -64	-79%	-$2.85K	﹤0.01%	973
2019 Q4	$3.9K	Hold	81	–	–	﹤0.01%	966
2019 Q3	$3.68K	Buy	+81	New	+$3.62K	﹤0.01%	1083

Other funds holding YUMC

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evoke Wealth's YUMC Position: Q2 2021 in Review

Evoke Wealth sold out of Yum China (YUMC) in Q2 2021, closing a stake of 55 shares — an estimated $3K sold.

Evoke Wealth first reported a position in YUMC in Q3 2019 and held it in 5 quarters. The position peaked at $3.9K in Q4 2019. 804 funds tracked by Wall St. Rank hold YUMC as of Q2 2021.

Evoke Wealth reported no remaining Yum China position as of Q2 2021 after selling out during the quarter.
Evoke Wealth sold 55 Yum China shares in Q2 2021, an estimated $3K.
Evoke Wealth first reported a position in Yum China in Q3 2019 and held it in 5 quarters.
Evoke Wealth's Yum China position peaked at $3.9K in Q4 2019.
804 funds tracked by Wall St. Rank held Yum China as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.