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Harvest Group Wealth Management’s Yum China YUMC Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-128
Closed -$7K – 741
2020
Q4 		$7K Buy
128
+1
+0.8% +$56 ﹤0.01% 246
2020
Q3 		$7K Hold
127
– – ﹤0.01% 246
2020
Q2 		$6K Hold
127
– – 0.01% 245
2020
Q1 		$5K Hold
127
– – 0.01% 264
2019
Q4 		$6K Hold
127
– – 0.01% 342
2019
Q3 		$6K Buy
127
+1
+0.8% +$45 0.01% 387
2019
Q2 		$5K Hold
126
– – 0.01% 367
2019
Q1 		$6K Buy
+126
New +$4.96K 0.01% 361

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harvest Group Wealth Management's YUMC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Yum China (YUMC) in Q1 2021, closing a stake of 128 shares — an estimated $7K sold.

Harvest Group Wealth Management first reported a position in YUMC in Q1 2019 and held it in 8 quarters. The position peaked at $7K in Q4 2020. 776 funds tracked by Wall St. Rank hold YUMC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Yum China position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 128 Yum China shares in Q1 2021, an estimated $7K.
  • Harvest Group Wealth Management first reported a position in Yum China in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Yum China position peaked at $7K in Q4 2020.
  • 776 funds tracked by Wall St. Rank held Yum China as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.