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Lloyd Advisory Services’s Yum China YUMC Stock Holding History

Lloyd Advisory Services’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 		– Sell
-28
Closed -$1K – 401
2020
Q2 		$1K Hold
28
– – ﹤0.01% 307
2020
Q1 		$1K Buy
+28
New +$1.25K ﹤0.01% 262

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Invesco
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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

Lloyd Advisory Services's YUMC Position: Q3 2020 in Review

Lloyd Advisory Services sold out of Yum China (YUMC) in Q3 2020, closing a stake of 28 shares — an estimated $1K sold.

Lloyd Advisory Services first reported a position in YUMC in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 709 funds tracked by Wall St. Rank hold YUMC as of Q3 2020.

  • Lloyd Advisory Services reported no remaining Yum China position as of Q3 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 28 Yum China shares in Q3 2020, an estimated $1K.
  • Lloyd Advisory Services first reported a position in Yum China in Q1 2020 and held it in 2 quarters.
  • Lloyd Advisory Services's Yum China position peaked at $1K in Q2 2020.
  • 709 funds tracked by Wall St. Rank held Yum China as of Q3 2020.

Based on Lloyd Advisory Services's 13F filing for Q3 2020, filed 28 Oct 2020.