TRUE Private Wealth Advisors’s Yum China YUMC Stock Holding History

TRUE Private Wealth Advisors’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	-213	Closed	-$12K	–	720
2020 Q4	$12K	Hold	213	–	–	﹤0.01%	519
2020 Q3	$11K	Hold	213	–	–	﹤0.01%	490
2020 Q2	$10K	Hold	213	–	–	﹤0.01%	497
2020 Q1	$9K	Hold	213	–	–	﹤0.01%	476
2019 Q4	$10K	Buy	+213	New	+$9.47K	﹤0.01%	604
2019 Q3	–	Sell	-213	Closed	-$9K	–	737
2019 Q2	$9K	Buy	+213	New	+$9.25K	﹤0.01%	573
2018 Q4	–	Sell	-705	Closed	-$24.8K	–	940
2018 Q3	$24.8K	Buy	+705	New	+$25.1K	﹤0.01%	567

Other funds holding YUMC

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

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

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

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

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

TRUE Private Wealth Advisors's YUMC Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Yum China (YUMC) in Q1 2021, closing a stake of 213 shares — an estimated $12K sold.

TRUE Private Wealth Advisors first reported a position in YUMC in Q3 2018 and held it in 7 quarters. The position peaked at $24.8K in Q3 2018. 776 funds tracked by Wall St. Rank hold YUMC as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Yum China position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 213 Yum China shares in Q1 2021, an estimated $12K.
TRUE Private Wealth Advisors first reported a position in Yum China in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Yum China position peaked at $24.8K in Q3 2018.
776 funds tracked by Wall St. Rank held Yum China as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.