Winslow Evans & Crocker’s Yum China YUMC Stock Holding History

Winslow Evans & Crocker’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	$36K	Buy	630 +480	+320%	+$27K	0.01%	665
2020 Q3	$8K	Hold	150	–	–	﹤0.01%	804
2020 Q2	$7K	Sell	150 -2,196	-94%	-$104K	﹤0.01%	821
2020 Q1	$102K	Hold	2,346	–	–	0.03%	327
2019 Q4	$114K	Hold	2,346	–	–	0.03%	379
2019 Q3	$108K	Sell	2,346 -326	-12%	-$14.6K	0.03%	388
2019 Q2	$124K	Sell	2,672 -1,138	-30%	-$49.4K	0.03%	357
2019 Q1	$174K	Sell	3,810 -212	-5%	-$8.35K	0.05%	298
2018 Q4	$136K	Sell	4,022 -9,438	-70%	-$324K	0.05%	306
2018 Q3	$474K	Sell	13,460 -7,704	-36%	-$274K	0.14%	154
2018 Q2	$816K	Sell	21,164 -1,176	-5%	-$46.6K	0.26%	94
2018 Q1	$927K	Sell	22,340 -50	-0.2%	-$2.15K	0.3%	81
2017 Q4	$896K	Sell	22,390 -148	-0.7%	-$6.09K	0.29%	82
2017 Q3	$901K	Sell	22,538 -2,455	-10%	-$91.5K	0.3%	77
2017 Q2	$974K	Buy	24,993 +2,549	+11%	+$92K	0.27%	84
2017 Q1	$610K	Sell	22,444 -2,976	-12%	-$79.6K	0.19%	119
2016 Q4	$664K	Buy	+25,420	New	+$692K	0.2%	108

Other funds holding YUMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Winslow Evans & Crocker's YUMC Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Yum China (YUMC) stake by 320% in Q4 2020, buying an estimated $27K and bringing the position to 630 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #665.

Winslow Evans & Crocker first reported a position in YUMC in Q4 2016 and has held it in 17 quarters since. The position peaked at $974K in Q2 2017. 787 funds tracked by Wall St. Rank hold YUMC as of Q4 2020.

Winslow Evans & Crocker held 630 shares of Yum China worth $36K as of Q4 2020.
Winslow Evans & Crocker bought 480 Yum China shares in Q4 2020, an estimated $27K.
Yum China made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #665 holding.
Winslow Evans & Crocker first reported a position in Yum China in Q4 2016 and has held it in 17 quarters since.
Winslow Evans & Crocker's Yum China position peaked at $974K in Q2 2017.
787 funds tracked by Wall St. Rank held Yum China as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.