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Marshfield Associates’s Yum China YUMC Stock Holding History

Marshfield Associates’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
2017
Q3 		– Sell
-15
Closed – – 21
2017
Q2 		$0 Sell
15
-51,154
-100% -$1.85M ﹤0.01% 21
2017
Q1 		$1.39M Sell
51,169
-448,019
-90% -$12M 0.11% 19
2016
Q4 		$13M Buy
+499,188
New +$13.6M 1% 19

Other funds holding YUMC

PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marshfield Associates's YUMC Position: Q3 2017 in Review

Marshfield Associates sold out of Yum China (YUMC) in Q3 2017, closing a stake of 15 shares.

Marshfield Associates first reported a position in YUMC in Q4 2016 and held it in 3 quarters. The position peaked at $13M in Q4 2016. 608 funds tracked by Wall St. Rank hold YUMC as of Q3 2017.

  • Marshfield Associates reported no remaining Yum China position as of Q3 2017 after selling out during the quarter.
  • Marshfield Associates sold 15 Yum China shares in Q3 2017.
  • Marshfield Associates first reported a position in Yum China in Q4 2016 and held it in 3 quarters.
  • Marshfield Associates's Yum China position peaked at $13M in Q4 2016.
  • 608 funds tracked by Wall St. Rank held Yum China as of Q3 2017.

Based on Marshfield Associates's 13F filing for Q3 2017, filed 15 Nov 2017.