IAA
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Independent Advisor Alliance’s Yum China YUMC Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-6,099
Closed -$293K – 890
2019
Q4 		$293K Buy
6,099
+51
+0.8% +$2.27K 0.01% 685
2019
Q3 		$275K Sell
6,048
-160
-3% -$7.14K 0.03% 357
2019
Q2 		$287K Buy
6,208
+44
+0.7% +$1.91K 0.04% 306
2019
Q1 		$277K Sell
6,164
-115
-2% -$4.53K 0.04% 336
2018
Q4 		$211K Buy
+6,279
New +$215K 0.04% 361
2018
Q3 		– Sell
-7,009
Closed -$266K – 414
2018
Q2 		$266K Buy
7,009
+1,064
+18% +$42.1K 0.06% 263
2018
Q1 		$236K Buy
5,945
+650
+12% +$27.9K 0.05% 292
2017
Q4 		$226K Sell
5,295
-50
-0.9% -$2.06K 0.05% 277
2017
Q3 		$230K Sell
5,345
-4,190
-44% -$156K 0.06% 237
2017
Q2 		$209K Buy
+9,535
New +$344K 0.07% 225

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return