Ovata Capital Management’s Yum China YUMC Stock Holding History

Ovata Capital Management’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 Q1	–	Sell	-8,247	Closed	-$473K	–	66
2020 Q4	$473K	Buy	+8,247	New	+$463K	0.15%	38
2020 Q3	–	Sell	-1,046	Closed	-$50K	–	193
2020 Q2	$50K	Buy	+1,046	New	+$49.3K	0.02%	112

Other funds holding YUMC

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

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

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

Ovata Capital Management's YUMC Position: Q1 2021 in Review

Ovata Capital Management sold out of Yum China (YUMC) in Q1 2021, closing a stake of 8,247 shares — an estimated $473K sold.

Ovata Capital Management first reported a position in YUMC in Q2 2020 and held it in 2 quarters. The position peaked at $473K in Q4 2020. 776 funds tracked by Wall St. Rank hold YUMC as of Q1 2021.

Ovata Capital Management reported no remaining Yum China position as of Q1 2021 after selling out during the quarter.
Ovata Capital Management sold 8,247 Yum China shares in Q1 2021, an estimated $473K.
Ovata Capital Management first reported a position in Yum China in Q2 2020 and held it in 2 quarters.
Ovata Capital Management's Yum China position peaked at $473K in Q4 2020.
776 funds tracked by Wall St. Rank held Yum China as of Q1 2021.

Based on Ovata Capital Management's 13F filing for Q1 2021, filed 17 May 2021.