SVA Wealth Management’s Yum China YUMC Stock Holding History

SVA Wealth 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 Q1	–	Sell	-4,747	Closed	-$228K	–	213
2019 Q4	$228K	Sell	4,747 -336	-7%	-$14.9K	0.02%	195
2019 Q3	$231K	Sell	5,083 -200	-4%	-$8.93K	0.02%	187
2019 Q2	$244K	Hold	5,283	–	–	0.02%	190
2019 Q1	$237K	Buy	+5,283	New	+$208K	0.02%	195
2018 Q4	–	Sell	-73,995	Closed	-$2.6M	–	218
2018 Q3	$2.6M	Sell	73,995 -21,665	-23%	-$772K	0.26%	79
2018 Q2	$3.68M	Buy	95,660 +9,075	+10%	+$359K	0.4%	60
2018 Q1	$3.46M	Sell	86,585 -4,366	-5%	-$188K	0.43%	65
2017 Q4	$3.64M	Buy	90,951 +4,366	+5%	+$180K	0.43%	62
2017 Q3	$3.46M	Buy	86,585 +22,972	+36%	+$856K	0.43%	65
2017 Q2	$2.51M	Buy	+63,613	New	+$2.3M	0.33%	78

Other funds holding YUMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SVA Wealth Management's YUMC Position: Q1 2020 in Review

SVA Wealth Management sold out of Yum China (YUMC) in Q1 2020, closing a stake of 4,747 shares — an estimated $228K sold.

SVA Wealth Management first reported a position in YUMC in Q2 2017 and held it in 10 quarters. The position peaked at $3.68M in Q2 2018. 672 funds tracked by Wall St. Rank hold YUMC as of Q1 2020.

SVA Wealth Management reported no remaining Yum China position as of Q1 2020 after selling out during the quarter.
SVA Wealth Management sold 4,747 Yum China shares in Q1 2020, an estimated $228K.
SVA Wealth Management first reported a position in Yum China in Q2 2017 and held it in 10 quarters.
SVA Wealth Management's Yum China position peaked at $3.68M in Q2 2018.
672 funds tracked by Wall St. Rank held Yum China as of Q1 2020.

Based on SVA Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.