Ropes Wealth Advisors’s Yum China YUMC Stock Holding History

Ropes Wealth Advisors’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	-903	Closed	-$52K	–	819
2020 Q4	$52K	Hold	903	–	–	0.01%	381
2020 Q3	$48K	Buy	903 +183	+25%	+$9.68K	0.01%	343
2020 Q2	$35K	Hold	720	–	–	0.01%	341
2020 Q1	$31K	Hold	720	–	–	0.01%	327
2019 Q4	$35K	Hold	720	–	–	0.01%	365
2019 Q3	$33K	Hold	720	–	–	0.01%	373
2019 Q2	$33K	Hold	720	–	–	0.01%	377
2019 Q1	$32K	Hold	720	–	–	0.01%	375
2018 Q4	$24K	Hold	720	–	–	0.01%	363
2018 Q3	$25K	Hold	720	–	–	0.01%	388
2018 Q2	$28K	Hold	720	–	–	0.01%	396
2018 Q1	$30K	Hold	720	–	–	0.01%	372
2017 Q4	$29K	Sell	720 -1,000	-58%	-$41.1K	0.01%	397
2017 Q3	$69K	Hold	1,720	–	–	0.02%	294
2017 Q2	$68K	Hold	1,720	–	–	0.02%	298
2017 Q1	$47K	Buy	+1,720	New	+$46K	0.01%	337

Other funds holding YUMC

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 New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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 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 New York $761B AUM 31.28% 1-Year Est. Return