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Principle Wealth Partners’s Yum China YUMC Stock Holding History

Principle Wealth Partners’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
-1,197
Closed -$58K – 447
2020
Q2 		$58K Buy
+1,197
New +$56.5K 0.02% 262

Other funds holding YUMC

Invesco
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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

Principle Wealth Partners's YUMC Position: Q3 2020 in Review

Principle Wealth Partners sold out of Yum China (YUMC) in Q3 2020, closing a stake of 1,197 shares — an estimated $58K sold.

Principle Wealth Partners first reported a position in YUMC in Q2 2020 and held it in 1 quarter. The position peaked at $58K in Q2 2020. 709 funds tracked by Wall St. Rank hold YUMC as of Q3 2020.

  • Principle Wealth Partners reported no remaining Yum China position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,197 Yum China shares in Q3 2020, an estimated $58K.
  • Principle Wealth Partners first reported a position in Yum China in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Yum China position peaked at $58K in Q2 2020.
  • 709 funds tracked by Wall St. Rank held Yum China as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.