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Summit Wealth & Retirement Planning’s Yum China YUMC Stock Holding History

Summit Wealth & Retirement Planning’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
-5,274
Closed -$301K – 126
2020
Q4 		$301K Hold
5,274
– – 0.11% 95
2020
Q3 		$279K Hold
5,274
– – 0.12% 91
2020
Q2 		$254K Hold
5,274
– – 0.12% 102
2020
Q1 		$225K Hold
5,274
– – 0.12% 103
2019
Q4 		$253K Hold
5,274
– – 0.11% 112
2019
Q3 		$240K Hold
5,274
– – 0.15% 111
2019
Q2 		$244K Hold
5,274
– – 0.14% 119
2019
Q1 		$237K Buy
+5,274
New +$208K 0.14% 122

Other funds holding YUMC

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

Summit Wealth & Retirement Planning's YUMC Position: Q1 2021 in Review

Summit Wealth & Retirement Planning sold out of Yum China (YUMC) in Q1 2021, closing a stake of 5,274 shares — an estimated $301K sold.

Summit Wealth & Retirement Planning first reported a position in YUMC in Q1 2019 and held it in 8 quarters. The position peaked at $301K in Q4 2020. 776 funds tracked by Wall St. Rank hold YUMC as of Q1 2021.

  • Summit Wealth & Retirement Planning reported no remaining Yum China position as of Q1 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 5,274 Yum China shares in Q1 2021, an estimated $301K.
  • Summit Wealth & Retirement Planning first reported a position in Yum China in Q1 2019 and held it in 8 quarters.
  • Summit Wealth & Retirement Planning's Yum China position peaked at $301K in Q4 2020.
  • 776 funds tracked by Wall St. Rank held Yum China as of Q1 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2021, filed 10 May 2021.