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New England Professional Planning Group’s Yum China YUMC Stock Holding History

New England Professional Planning 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 		– Sell
-5,196
Closed -$274K – 47
2020
Q2 		$274K Hold
5,196
– – 0.21% 32
2020
Q1 		$236K Hold
5,196
– – 0.22% 38
2019
Q4 		$249K Buy
+5,196
New +$231K 0.2% 40

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

New England Professional Planning Group's YUMC Position: Q3 2020 in Review

New England Professional Planning Group sold out of Yum China (YUMC) in Q3 2020, closing a stake of 5,196 shares — an estimated $274K sold.

New England Professional Planning Group first reported a position in YUMC in Q4 2019 and held it in 3 quarters. The position peaked at $274K in Q2 2020. 709 funds tracked by Wall St. Rank hold YUMC as of Q3 2020.

  • New England Professional Planning Group reported no remaining Yum China position as of Q3 2020 after selling out during the quarter.
  • New England Professional Planning Group sold 5,196 Yum China shares in Q3 2020, an estimated $274K.
  • New England Professional Planning Group first reported a position in Yum China in Q4 2019 and held it in 3 quarters.
  • New England Professional Planning Group's Yum China position peaked at $274K in Q2 2020.
  • 709 funds tracked by Wall St. Rank held Yum China as of Q3 2020.

Based on New England Professional Planning Group's 13F filing for Q3 2020, filed 12 Nov 2020.