SAM
YUMC icon

Solaris Asset Management’s Yum China YUMC Stock Holding History

Solaris 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
2017
Q3 		– Sell
-552
Closed -$22K – 303
2017
Q2 		$22K Hold
552
– – 0.01% 219
2017
Q1 		$15K Hold
552
– – 0.01% 219
2016
Q4 		$14K Buy
+552
New +$15K 0.01% 213

Other funds holding YUMC

PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Solaris Asset Management's YUMC Position: Q3 2017 in Review

Solaris Asset Management sold out of Yum China (YUMC) in Q3 2017, closing a stake of 552 shares — an estimated $22K sold.

Solaris Asset Management first reported a position in YUMC in Q4 2016 and held it in 3 quarters. The position peaked at $22K in Q2 2017. 608 funds tracked by Wall St. Rank hold YUMC as of Q3 2017.

  • Solaris Asset Management reported no remaining Yum China position as of Q3 2017 after selling out during the quarter.
  • Solaris Asset Management sold 552 Yum China shares in Q3 2017, an estimated $22K.
  • Solaris Asset Management first reported a position in Yum China in Q4 2016 and held it in 3 quarters.
  • Solaris Asset Management's Yum China position peaked at $22K in Q2 2017.
  • 608 funds tracked by Wall St. Rank held Yum China as of Q3 2017.

Based on Solaris Asset Management's 13F filing for Q3 2017, filed 10 Oct 2017.