IFWM
YUMC icon

Institute for Wealth Management’s Yum China YUMC Stock Holding History

Institute for 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
Q3 		– Sell
-3,165
Closed -$210K – 506
2021
Q2 		$210K Buy
+3,165
New +$202K 0.04% 453

Other funds holding YUMC

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Institute for Wealth Management's YUMC Position: Q3 2021 in Review

Institute for Wealth Management sold out of Yum China (YUMC) in Q3 2021, closing a stake of 3,165 shares — an estimated $210K sold.

Institute for Wealth Management first reported a position in YUMC in Q2 2021 and held it in 1 quarter. The position peaked at $210K in Q2 2021. 754 funds tracked by Wall St. Rank hold YUMC as of Q3 2021.

  • Institute for Wealth Management reported no remaining Yum China position as of Q3 2021 after selling out during the quarter.
  • Institute for Wealth Management sold 3,165 Yum China shares in Q3 2021, an estimated $210K.
  • Institute for Wealth Management first reported a position in Yum China in Q2 2021 and held it in 1 quarter.
  • Institute for Wealth Management's Yum China position peaked at $210K in Q2 2021.
  • 754 funds tracked by Wall St. Rank held Yum China as of Q3 2021.

Based on Institute for Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.