SWS Partners’s Yum China YUMC Stock Holding History

SWS Partners’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 Q4	–	Sell	-9,203	Closed	-$487K	–	121
2020 Q3	$487K	Buy	9,203 +988	+12%	+$52.3K	0.24%	94
2020 Q2	$421K	Buy	8,215 +866	+12%	+$40.8K	0.54%	66
2020 Q1	$313K	Buy	+7,349	New	+$328K	0.22%	97
2019 Q3	$205K	Sell	4,777 -514	-10%	-$23K	0.12%	111
2019 Q2	$235K	Buy	+5,291	New	+$230K	0.15%	108

Other funds holding YUMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SWS Partners's YUMC Position: Q4 2020 in Review

SWS Partners sold out of Yum China (YUMC) in Q4 2020, closing a stake of 9,203 shares — an estimated $487K sold.

SWS Partners first reported a position in YUMC in Q2 2019 and held it in 5 quarters. The position peaked at $487K in Q3 2020. 785 funds tracked by Wall St. Rank hold YUMC as of Q4 2020.

SWS Partners reported no remaining Yum China position as of Q4 2020 after selling out during the quarter.
SWS Partners sold 9,203 Yum China shares in Q4 2020, an estimated $487K.
SWS Partners first reported a position in Yum China in Q2 2019 and held it in 5 quarters.
SWS Partners's Yum China position peaked at $487K in Q3 2020.
785 funds tracked by Wall St. Rank held Yum China as of Q4 2020.

Based on SWS Partners's 13F filing for Q4 2020, filed 31 Mar 2021.