Icon Wealth Partners’s Yum China YUMC Stock Holding History

Icon Wealth Partners’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	-8,244	Closed	-$396K	–	320
2020 Q2	$396K	Buy	+8,244	New	+$389K	0.1%	151
2019 Q2	–	Sell	-2,091	Closed	-$94K	–	795
2019 Q1	$94K	Buy	+2,091	New	+$82.4K	0.04%	230
2018 Q3	–	Sell	-1,259	Closed	-$48K	–	738
2018 Q2	$48K	Buy	+1,259	New	+$49.9K	0.02%	397
2018 Q1	–	Sell	-1,211	Closed	-$48K	–	749
2017 Q4	$48K	Buy	+1,211	New	+$49.8K	0.02%	429

Other funds holding YUMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Icon Wealth Partners's YUMC Position: Q3 2020 in Review

Icon Wealth Partners sold out of Yum China (YUMC) in Q3 2020, closing a stake of 8,244 shares — an estimated $396K sold.

Icon Wealth Partners first reported a position in YUMC in Q4 2017 and held it in 4 quarters. The position peaked at $396K in Q2 2020. 711 funds tracked by Wall St. Rank hold YUMC as of Q3 2020.

Icon Wealth Partners reported no remaining Yum China position as of Q3 2020 after selling out during the quarter.
Icon Wealth Partners sold 8,244 Yum China shares in Q3 2020, an estimated $396K.
Icon Wealth Partners first reported a position in Yum China in Q4 2017 and held it in 4 quarters.
Icon Wealth Partners's Yum China position peaked at $396K in Q2 2020.
711 funds tracked by Wall St. Rank held Yum China as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.