J.M. Forbes & Co’s Yum China YUMC Stock Holding History

J.M. Forbes & Co’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	-3,235	Closed	-$214K	–	121
2021 Q2	$214K	Buy	+3,235	New	+$206K	0.03%	109

Other funds holding YUMC

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

J.M. Forbes & Co's YUMC Position: Q3 2021 in Review

J.M. Forbes & Co sold out of Yum China (YUMC) in Q3 2021, closing a stake of 3,235 shares — an estimated $214K sold.

J.M. Forbes & Co first reported a position in YUMC in Q2 2021 and held it in 1 quarter. The position peaked at $214K in Q2 2021. 754 funds tracked by Wall St. Rank hold YUMC as of Q3 2021.

J.M. Forbes & Co reported no remaining Yum China position as of Q3 2021 after selling out during the quarter.
J.M. Forbes & Co sold 3,235 Yum China shares in Q3 2021, an estimated $214K.
J.M. Forbes & Co first reported a position in Yum China in Q2 2021 and held it in 1 quarter.
J.M. Forbes & Co's Yum China position peaked at $214K in Q2 2021.
754 funds tracked by Wall St. Rank held Yum China as of Q3 2021.

Based on J.M. Forbes & Co's 13F filing for Q3 2021, filed 5 Nov 2021.