MPS Loria Financial Planners’s Yum China YUMC Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-122	Closed	-$7K	–	577
2021 Q1	$7K	Hold	122	–	–	﹤0.01%	328
2020 Q4	$7K	Buy	122 +19	+18%	+$1.07K	﹤0.01%	340
2020 Q3	$5K	Hold	103	–	–	﹤0.01%	276
2020 Q2	$5K	Buy	+103	New	+$4.86K	﹤0.01%	285
2017 Q3	–	Sell	-100	Closed	-$4K	–	354
2017 Q2	$4K	Buy	+100	New	+$3.61K	﹤0.01%	339

Other funds holding YUMC

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MPS Loria Financial Planners's YUMC Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Yum China (YUMC) in Q2 2021, closing a stake of 122 shares — an estimated $7K sold.

MPS Loria Financial Planners first reported a position in YUMC in Q2 2017 and held it in 5 quarters. The position peaked at $7K in Q1 2021. 804 funds tracked by Wall St. Rank hold YUMC as of Q2 2021.

MPS Loria Financial Planners reported no remaining Yum China position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 122 Yum China shares in Q2 2021, an estimated $7K.
MPS Loria Financial Planners first reported a position in Yum China in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Yum China position peaked at $7K in Q1 2021.
804 funds tracked by Wall St. Rank held Yum China as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.