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ShoreHaven Wealth Partners’s Yum China YUMC Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-402
Closed -$24K – 266
2021
Q1 		$24K Buy
402
+1
+0.2% +$60 0.01% 164
2020
Q4 		$23K Buy
+401
New +$22.5K 0.01% 148

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BlackRock
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ShoreHaven Wealth Partners's YUMC Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Yum China (YUMC) in Q2 2021, closing a stake of 402 shares — an estimated $24K sold.

ShoreHaven Wealth Partners first reported a position in YUMC in Q4 2020 and held it in 2 quarters. The position peaked at $24K in Q1 2021. 807 funds tracked by Wall St. Rank hold YUMC as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Yum China position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 402 Yum China shares in Q2 2021, an estimated $24K.
  • ShoreHaven Wealth Partners first reported a position in Yum China in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Yum China position peaked at $24K in Q1 2021.
  • 807 funds tracked by Wall St. Rank held Yum China as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.