PO
YUMC icon

Private Ocean’s Yum China YUMC Stock Holding History

Private Ocean’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
Closed – – 549
2020
Q2 		$0 Hold
5
– – ﹤0.01% 586
2020
Q1 		$0 Hold
5
– – ﹤0.01% 610
2019
Q4 		$1K Hold
5
– – ﹤0.01% 479
2019
Q3 		$1K Buy
+5
New +$223 ﹤0.01% 590
2018
Q1 		– Sell
-29
Closed -$1K – 533
2017
Q4 		$1K Buy
+29
New +$1.19K ﹤0.01% 408

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
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

Private Ocean's YUMC Position: Q3 2020 in Review

Private Ocean sold out of Yum China (YUMC) in Q3 2020, closing a stake of 5 shares.

Private Ocean first reported a position in YUMC in Q4 2017 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 711 funds tracked by Wall St. Rank hold YUMC as of Q3 2020.

  • Private Ocean reported no remaining Yum China position as of Q3 2020 after selling out during the quarter.
  • Private Ocean sold 5 Yum China shares in Q3 2020.
  • Private Ocean first reported a position in Yum China in Q4 2017 and held it in 5 quarters.
  • Private Ocean's Yum China position peaked at $1K in Q4 2019.
  • 711 funds tracked by Wall St. Rank held Yum China as of Q3 2020.

Based on Private Ocean's 13F filing for Q3 2020, filed 30 Oct 2020.