Safir Wealth Advisors’s Yum China YUMC Stock Holding History

Safir 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	-1,672	Closed	-$95K	–	41
2020 Q4	$95K	Buy	+1,672	New	+$93.9K	0.09%	20

Other funds holding YUMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Safir Wealth Advisors's YUMC Position: Q1 2021 in Review

Safir Wealth Advisors sold out of Yum China (YUMC) in Q1 2021, closing a stake of 1,672 shares — an estimated $95K sold.

Safir Wealth Advisors first reported a position in YUMC in Q4 2020 and held it in 1 quarter. The position peaked at $95K in Q4 2020. 776 funds tracked by Wall St. Rank hold YUMC as of Q1 2021.

Safir Wealth Advisors reported no remaining Yum China position as of Q1 2021 after selling out during the quarter.
Safir Wealth Advisors sold 1,672 Yum China shares in Q1 2021, an estimated $95K.
Safir Wealth Advisors first reported a position in Yum China in Q4 2020 and held it in 1 quarter.
Safir Wealth Advisors's Yum China position peaked at $95K in Q4 2020.
776 funds tracked by Wall St. Rank held Yum China as of Q1 2021.

Based on Safir Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.