Partnervest Advisory Services’s Yum China YUMC Stock Holding History

Partnervest 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	$376K	Hold	7,100	–	–	0.12%	142
2020 Q2	$341K	Hold	7,100	–	–	0.13%	133
2020 Q1	$303K	Buy	7,100 +19	+0.3%	+$847	0.14%	129
2019 Q4	$340K	Sell	7,081 -3,505	-33%	-$156K	0.12%	124
2019 Q3	$481K	Buy	10,586 +28	+0.3%	+$1.25K	0.17%	107
2019 Q2	$488K	Buy	10,558 +30	+0.3%	+$1.3K	0.19%	95
2019 Q1	$473K	Buy	10,528 +29	+0.3%	+$1.14K	0.2%	95
2018 Q4	$352K	Buy	10,499 +35	+0.3%	+$1.2K	0.17%	122
2018 Q3	$367K	Buy	10,464 +30	+0.3%	+$1.07K	0.15%	138
2018 Q2	$401K	Hold	10,434	–	–	0.19%	114
2018 Q1	$433K	Hold	10,434	–	–	0.21%	108
2017 Q4	$418K	Hold	10,434	–	–	0.2%	111
2017 Q3	$417K	Hold	10,434	–	–	0.2%	110
2017 Q2	$411K	Hold	10,434	–	–	0.19%	117
2017 Q1	$284K	Hold	10,434	–	–	0.13%	149
2016 Q4	$273K	Buy	+10,434	New	+$284K	0.13%	159

Other funds holding YUMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

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

Partnervest Advisory Services held its Yum China (YUMC) position steady in Q3 2020 at 7,100 shares worth $376K. The position accounts for 0.12% of the portfolio, ranked #142.

Partnervest Advisory Services first reported a position in YUMC in Q4 2016 and has held it in 16 quarters since. The position peaked at $488K in Q2 2019. 711 funds tracked by Wall St. Rank hold YUMC as of Q3 2020.

Partnervest Advisory Services held 7,100 shares of Yum China worth $376K as of Q3 2020.
Partnervest Advisory Services left its Yum China share count unchanged in Q3 2020.
Yum China made up 0.12% of Partnervest Advisory Services's portfolio in Q3 2020, its #142 holding.
Partnervest Advisory Services first reported a position in Yum China in Q4 2016 and has held it in 16 quarters since.
Partnervest Advisory Services's Yum China position peaked at $488K in Q2 2019.
711 funds tracked by Wall St. Rank held Yum China as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.