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Shone Asset Management’s Yum China YUMC Stock Holding History

Shone Asset Management’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
Q4 		$235K Hold
4,127
– – 0.18% 39
2020
Q3 		$220K Sell
4,127
-25
-0.6% -$1.32K 0.2% 35
2020
Q2 		$218K Buy
+4,152
New +$196K 0.22% 35

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shone Asset Management's YUMC Position: Q4 2020 in Review

Shone Asset Management held its Yum China (YUMC) position steady in Q4 2020 at 4,127 shares worth $235K. The position accounts for 0.18% of the portfolio, ranked #39.

Shone Asset Management first reported a position in YUMC in Q2 2020 and has held it in 3 quarters since. 785 funds tracked by Wall St. Rank hold YUMC as of Q4 2020.

  • Shone Asset Management held 4,127 shares of Yum China worth $235K as of Q4 2020.
  • Shone Asset Management left its Yum China share count unchanged in Q4 2020.
  • Yum China made up 0.18% of Shone Asset Management's portfolio in Q4 2020, its #39 holding.
  • Shone Asset Management first reported a position in Yum China in Q2 2020 and has held it in 3 quarters since.
  • 785 funds tracked by Wall St. Rank held Yum China as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.