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Ipswich Investment Management’s Yum China YUMC Stock Holding History

Ipswich Investment 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
2019
Q1 		– Sell
-592
Closed -$20K – 400
2018
Q4 		$20K Buy
+592
New +$20.3K 0.01% 331

Other funds holding YUMC

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ipswich Investment Management's YUMC Position: Q1 2019 in Review

Ipswich Investment Management sold out of Yum China (YUMC) in Q1 2019, closing a stake of 592 shares — an estimated $20K sold.

Ipswich Investment Management first reported a position in YUMC in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 708 funds tracked by Wall St. Rank hold YUMC as of Q1 2019.

  • Ipswich Investment Management reported no remaining Yum China position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 592 Yum China shares in Q1 2019, an estimated $20K.
  • Ipswich Investment Management first reported a position in Yum China in Q4 2018 and held it in 1 quarter.
  • Ipswich Investment Management's Yum China position peaked at $20K in Q4 2018.
  • 708 funds tracked by Wall St. Rank held Yum China as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.