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Phoenix Financial’s Yum China YUMC Stock Holding History

Phoenix Financial’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
-55,582
Closed -$3.17M – 483
2020
Q4 		$3.17M Buy
55,582
+12,125
+28% +$681K 0.08% 167
2020
Q3 		$2.11M Buy
43,457
+1,982
+5% +$105K 0.09% 146
2020
Q2 		$1.92M Buy
41,475
+4,573
+12% +$216K 0.08% 170
2020
Q1 		$1.52M Buy
+36,902
New +$1.65M 0.08% 173

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Phoenix Financial's YUMC Position: Q1 2021 in Review

Phoenix Financial sold out of Yum China (YUMC) in Q1 2021, closing a stake of 55,582 shares — an estimated $3.17M sold.

Phoenix Financial first reported a position in YUMC in Q1 2020 and held it in 4 quarters. The position peaked at $3.17M in Q4 2020. 776 funds tracked by Wall St. Rank hold YUMC as of Q1 2021.

  • Phoenix Financial reported no remaining Yum China position as of Q1 2021 after selling out during the quarter.
  • Phoenix Financial sold 55,582 Yum China shares in Q1 2021, an estimated $3.17M.
  • Phoenix Financial first reported a position in Yum China in Q1 2020 and held it in 4 quarters.
  • Phoenix Financial's Yum China position peaked at $3.17M in Q4 2020.
  • 776 funds tracked by Wall St. Rank held Yum China as of Q1 2021.

Based on Phoenix Financial's 13F filing for Q1 2021, filed 10 May 2021.