Jacobs Levy Equity Management’s Yum China YUMC Stock Holding History

Jacobs Levy Equity 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 Q3	–	Sell	-111,020	Closed	-$5.13M	–	1011
2019 Q2	$5.13M	Sell	111,020 -55,260	-33%	-$2.4M	0.07%	340
2019 Q1	$7.47M	Sell	166,280 -380	-0.2%	-$15K	0.11%	255
2018 Q4	$5.59M	Buy	166,660 +23,200	+16%	+$796K	0.1%	235
2018 Q3	$5.04M	Sell	143,460 -155,703	-52%	-$5.55M	0.07%	320
2018 Q2	$11.5M	Sell	299,163 -145,094	-33%	-$5.75M	0.18%	161
2018 Q1	$18.4M	Buy	444,257 +16,330	+4%	+$702K	0.31%	105
2017 Q4	$17.1M	Buy	+427,927	New	+$17.6M	0.3%	112

Other funds holding YUMC

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

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jacobs Levy Equity Management's YUMC Position: Q3 2019 in Review

Jacobs Levy Equity Management sold out of Yum China (YUMC) in Q3 2019, closing a stake of 111,020 shares — an estimated $5.13M sold.

Jacobs Levy Equity Management first reported a position in YUMC in Q4 2017 and held it in 7 quarters. The position peaked at $18.4M in Q1 2018. 683 funds tracked by Wall St. Rank hold YUMC as of Q3 2019.

Jacobs Levy Equity Management reported no remaining Yum China position as of Q3 2019 after selling out during the quarter.
Jacobs Levy Equity Management sold 111,020 Yum China shares in Q3 2019, an estimated $5.13M.
Jacobs Levy Equity Management first reported a position in Yum China in Q4 2017 and held it in 7 quarters.
Jacobs Levy Equity Management's Yum China position peaked at $18.4M in Q1 2018.
683 funds tracked by Wall St. Rank held Yum China as of Q3 2019.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2019, filed 14 Nov 2019.