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LifePlan Financial Group’s Yum China YUMC Stock Holding History

LifePlan Financial Group’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
Q3 		$0 Hold
8
– – ﹤0.01% 602
2020
Q2 		$0 Hold
8
– – ﹤0.01% 592
2020
Q1 		$0 Hold
8
– – ﹤0.01% 581
2019
Q4 		$0 Hold
8
– – ﹤0.01% 580
2019
Q3 		$0 Hold
8
– – ﹤0.01% 565
2019
Q2 		$0 Hold
8
– – ﹤0.01% 572
2019
Q1 		$0 Hold
8
– – ﹤0.01% 570
2018
Q4 		$0 Hold
8
– – ﹤0.01% 566
2018
Q3 		$0 Hold
8
– – ﹤0.01% 548
2018
Q2 		$0 Hold
8
– – ﹤0.01% 546
2018
Q1 		$0 Buy
+8
New +$344 ﹤0.01% 522

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

LifePlan Financial Group's YUMC Position: Q3 2020 in Review

LifePlan Financial Group held its Yum China (YUMC) position steady in Q3 2020 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #602.

LifePlan Financial Group first reported a position in YUMC in Q1 2018 and has held it in 11 quarters since. 709 funds tracked by Wall St. Rank hold YUMC as of Q3 2020.

  • LifePlan Financial Group held 8 shares of Yum China worth $0 as of Q3 2020.
  • LifePlan Financial Group left its Yum China share count unchanged in Q3 2020.
  • Yum China made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #602 holding.
  • LifePlan Financial Group first reported a position in Yum China in Q1 2018 and has held it in 11 quarters since.
  • 709 funds tracked by Wall St. Rank held Yum China as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.