KA
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Kaizen Advisory’s Yum China YUMC Stock Holding History

Kaizen Advisory’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
2018
Q4 		$831K Sell
24,793
-4,643
-16% -$159K 0.58% 30
2018
Q3 		$1.03M Buy
+29,436
New +$1.05M 0.54% 49

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Kaizen Advisory's YUMC Position: Q4 2018 in Review

Kaizen Advisory reduced its Yum China (YUMC) stake by 16% in Q4 2018, selling an estimated $159K and leaving 24,793 shares worth $831K. The position accounts for 0.58% of the portfolio, ranked #30.

Kaizen Advisory first reported a position in YUMC in Q3 2018 and has held it in 2 quarters since. The position peaked at $1.03M in Q3 2018. 644 funds tracked by Wall St. Rank hold YUMC as of Q4 2018.

  • Kaizen Advisory held 24,793 shares of Yum China worth $831K as of Q4 2018.
  • Kaizen Advisory sold 4,643 Yum China shares in Q4 2018, an estimated $159K.
  • Yum China made up 0.58% of Kaizen Advisory's portfolio in Q4 2018, its #30 holding.
  • Kaizen Advisory first reported a position in Yum China in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's Yum China position peaked at $1.03M in Q3 2018.
  • 644 funds tracked by Wall St. Rank held Yum China as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.