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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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18B AUM 28.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return