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Lenox Wealth Management’s Yum China YUMC Stock Holding History

Lenox 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
2018
Q4 		– Sell
-40
Closed -$1K – 691
2018
Q3 		$1K Hold
40
– – ﹤0.01% 625
2018
Q2 		$2K Hold
40
– – ﹤0.01% 511
2018
Q1 		$1K Hold
40
– – ﹤0.01% 463
2017
Q4 		$2K Sell
40
-199
-83% -$8.19K ﹤0.01% 459
2017
Q3 		$9K Hold
239
– – ﹤0.01% 412
2017
Q2 		$9K Buy
+239
New +$8.63K ﹤0.01% 389

Other funds holding YUMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.55T AUM 33.47% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Lenox Wealth Management's YUMC Position: Q4 2018 in Review

Lenox Wealth Management sold out of Yum China (YUMC) in Q4 2018, closing a stake of 40 shares — an estimated $1K sold.

Lenox Wealth Management first reported a position in YUMC in Q2 2017 and held it in 6 quarters. The position peaked at $9K in Q3 2017. 645 funds tracked by Wall St. Rank hold YUMC as of Q4 2018.

  • Lenox Wealth Management reported no remaining Yum China position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 40 Yum China shares in Q4 2018, an estimated $1K.
  • Lenox Wealth Management first reported a position in Yum China in Q2 2017 and held it in 6 quarters.
  • Lenox Wealth Management's Yum China position peaked at $9K in Q3 2017.
  • 645 funds tracked by Wall St. Rank held Yum China as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.