Jeppson Wealth Management’s Yum China YUMC Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-87	Closed	-$5K	–	476
2020 Q3	$5K	Buy	+87	New	+$4.6K	﹤0.01%	451

Other funds holding YUMC

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jeppson Wealth Management's YUMC Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Yum China (YUMC) in Q4 2020, closing a stake of 87 shares — an estimated $5K sold.

Jeppson Wealth Management first reported a position in YUMC in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 785 funds tracked by Wall St. Rank hold YUMC as of Q4 2020.

Jeppson Wealth Management reported no remaining Yum China position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 87 Yum China shares in Q4 2020, an estimated $5K.
Jeppson Wealth Management first reported a position in Yum China in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Yum China position peaked at $5K in Q3 2020.
785 funds tracked by Wall St. Rank held Yum China as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.