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Summit Wealth Group’s Yum China YUMC Stock Holding History

Summit Wealth 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
Q3 		– Sell
-31
Closed -$2K – 225
2021
Q2 		$2K Sell
31
-140
-82% -$8.93K ﹤0.01% 171
2021
Q1 		$10K Buy
+171
New +$10.2K 0.02% 101

Other funds holding YUMC

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Summit Wealth Group's YUMC Position: Q3 2021 in Review

Summit Wealth Group sold out of Yum China (YUMC) in Q3 2021, closing a stake of 31 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in YUMC in Q1 2021 and held it in 2 quarters. The position peaked at $10K in Q1 2021. 754 funds tracked by Wall St. Rank hold YUMC as of Q3 2021.

  • Summit Wealth Group reported no remaining Yum China position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 31 Yum China shares in Q3 2021, an estimated $2K.
  • Summit Wealth Group first reported a position in Yum China in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's Yum China position peaked at $10K in Q1 2021.
  • 754 funds tracked by Wall St. Rank held Yum China as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.