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Safeguard Investment Advisory Group’s Yum China YUMC Stock Holding History

Safeguard Investment Advisory Group’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
-193
Closed -$11K – 750
2020
Q4 		$11K Buy
+193
New +$10.8K 0.01% 401

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

Safeguard Investment Advisory Group's YUMC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Yum China (YUMC) in Q1 2021, closing a stake of 193 shares — an estimated $11K sold.

Safeguard Investment Advisory Group first reported a position in YUMC in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 777 funds tracked by Wall St. Rank hold YUMC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Yum China position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 193 Yum China shares in Q1 2021, an estimated $11K.
  • Safeguard Investment Advisory Group first reported a position in Yum China in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Yum China position peaked at $11K in Q4 2020.
  • 777 funds tracked by Wall St. Rank held Yum China as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.