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Valley Brook Capital Group’s Yum China YUMC Stock Holding History

Valley Brook Capital Group’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
Q2 		– Sell
-500
Closed -$29K – 447
2021
Q1 		$29K Hold
500
– – 0.03% 274
2020
Q4 		$28K Buy
+500
New +$28.1K 0.03% 252

Other funds holding YUMC

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

Valley Brook Capital Group's YUMC Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Yum China (YUMC) in Q2 2021, closing a stake of 500 shares — an estimated $29K sold.

Valley Brook Capital Group first reported a position in YUMC in Q4 2020 and held it in 2 quarters. The position peaked at $29K in Q1 2021. 804 funds tracked by Wall St. Rank hold YUMC as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Yum China position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 500 Yum China shares in Q2 2021, an estimated $29K.
  • Valley Brook Capital Group first reported a position in Yum China in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's Yum China position peaked at $29K in Q1 2021.
  • 804 funds tracked by Wall St. Rank held Yum China as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.