WRF
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Waddell & Reed Financial’s Yum China YUMC Stock Holding History

Waddell & Reed Financial’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
2018
Q4 		– Sell
-135,000
Closed -$4.74M – 561
2018
Q3 		$4.74M Sell
135,000
-65,000
-33% -$2.32M 0.01% 488
2018
Q2 		$7.69M Sell
200,000
-190,000
-49% -$7.53M 0.02% 458
2018
Q1 		$16.2M Buy
390,000
+10,000
+3% +$430K 0.04% 355
2017
Q4 		$15.2M Buy
380,000
+95,000
+33% +$3.91M 0.03% 368
2017
Q3 		$11.4M Buy
285,000
+65,000
+30% +$2.42M 0.03% 395
2017
Q2 		$8.68M Sell
220,000
-70,000
-24% -$2.53M 0.02% 445
2017
Q1 		$7.89M Buy
290,000
+50,000
+21% +$1.34M 0.02% 454
2016
Q4 		$6.27M Buy
+240,000
New +$6.53M 0.01% 475

Other funds holding YUMC

BlackRock
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Waddell & Reed Financial's YUMC Position: Q4 2018 in Review

Waddell & Reed Financial sold out of Yum China (YUMC) in Q4 2018, closing a stake of 135,000 shares — an estimated $4.74M sold.

Waddell & Reed Financial first reported a position in YUMC in Q4 2016 and held it in 8 quarters. The position peaked at $16.2M in Q1 2018. 645 funds tracked by Wall St. Rank hold YUMC as of Q4 2018.

  • Waddell & Reed Financial reported no remaining Yum China position as of Q4 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 135,000 Yum China shares in Q4 2018, an estimated $4.74M.
  • Waddell & Reed Financial first reported a position in Yum China in Q4 2016 and held it in 8 quarters.
  • Waddell & Reed Financial's Yum China position peaked at $16.2M in Q1 2018.
  • 645 funds tracked by Wall St. Rank held Yum China as of Q4 2018.

Based on Waddell & Reed Financial's 13F filing for Q4 2018, filed 14 Feb 2019.