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JCM
Jacobi Capital Management’s
Yum China
YUMC
Stock Holding History
Jacobi Capital Management’s Portfolio
YUMC Stock Details
YUMC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-1,213
Closed
-$71K
–
1361
2021
Q3
$71K
Hold
1,213
–
–
0.01%
574
2021
Q2
$80K
Hold
1,213
–
–
0.01%
524
2021
Q1
$72K
Sell
1,213
-9
-0.7%
-$538
0.01%
506
2020
Q4
$70K
Sell
1,222
-197
-14%
-$11.1K
0.01%
478
2020
Q3
$75K
Sell
1,419
-1,124
-44%
-$59.5K
0.01%
425
2020
Q2
$122K
Hold
2,543
–
–
0.02%
343
2020
Q1
$108K
Sell
2,543
-19
-0.7%
-$847
0.02%
322
2019
Q4
$123K
Buy
2,562
+2,303
+889%
+$102K
0.02%
338
2019
Q3
$12K
Hold
259
–
–
﹤0.01%
711
2019
Q2
$12K
Buy
259
+1
+0.4%
+$43
﹤0.01%
714
2019
Q1
$12K
Sell
258
-100
-28%
-$3.94K
﹤0.01%
676
2018
Q4
$12K
Buy
358
+1
+0.3%
+$34
﹤0.01%
643
2018
Q3
$13K
Buy
357
+1
+0.3%
+$36
﹤0.01%
672
2018
Q2
$14K
Hold
356
–
–
﹤0.01%
663
2018
Q1
$14K
Buy
356
+1
+0.3%
+$43
﹤0.01%
642
2017
Q4
$15K
Buy
355
+202
+132%
+$8.31K
﹤0.01%
604
2017
Q3
$7K
Buy
153
+100
+189%
+$3.73K
﹤0.01%
704
2017
Q2
$2K
Sell
53
-40
-43%
-$1.44K
﹤0.01%
773
2017
Q1
$3K
Buy
+93
New
+$2.49K
﹤0.01%
604
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1-Year Est. Return
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30.76%
1-Year Est. Return
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1-Year Est. Return
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$1.75B AUM
7.74%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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