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Advisor Group’s Yum! Brands YUM Stock Holding History

Advisor Group’s Portfolio YUM Stock Details YUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4.82M Sell
47,860
-7,723
-14% -$800K 0.03% 434
2019
Q3 		$6.31M Buy
55,583
+4,408
+9% +$504K 0.05% 337
2019
Q2 		$5.66M Sell
51,175
-4,224
-8% -$439K 0.04% 353
2019
Q1 		$5.53M Buy
55,399
+4,026
+8% +$381K 0.05% 351
2018
Q4 		$4.72M Buy
51,373
+1,663
+3% +$149K 0.05% 329
2018
Q3 		$4.52M Buy
49,710
+4,770
+11% +$398K 0.05% 349
2018
Q2 		$3.52M Buy
44,940
+1,565
+4% +$131K 0.05% 349
2018
Q1 		$3.69M Buy
43,375
+9,088
+27% +$745K 0.05% 336
2017
Q4 		$2.8M Buy
34,287
+9,656
+39% +$764K 0.04% 431
2017
Q3 		$1.81M Buy
24,631
+4,649
+23% +$350K 0.03% 543
2017
Q2 		$1.48M Buy
19,982
+1,600
+9% +$111K 0.03% 582
2017
Q1 		$1.18M Sell
18,382
-2,136
-10% -$139K 0.02% 643
2016
Q4 		$1.3M Sell
20,518
-3,182
-13% -$200K 0.03% 563
2016
Q3 		$1.55M Sell
23,700
-10,656
-31% -$680K 0.04% 487
2016
Q2 		$2.04M Buy
+34,356
New +$2.02M 0.05% 373

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's YUM Position: Q4 2019 in Review

Advisor Group reduced its Yum! Brands (YUM) stake by 14% in Q4 2019, selling an estimated $800K and leaving 47,860 shares worth $4.82M. The position accounts for 0.03% of the portfolio, ranked #434.

Advisor Group first reported a position in YUM in Q2 2016 and has held it in 15 quarters since. The position peaked at $6.31M in Q3 2019. 1,059 funds tracked by Wall St. Rank hold YUM as of Q4 2019.

  • Advisor Group held 47,860 shares of Yum! Brands worth $4.82M as of Q4 2019.
  • Advisor Group sold 7,723 Yum! Brands shares in Q4 2019, an estimated $800K.
  • Yum! Brands made up 0.03% of Advisor Group's portfolio in Q4 2019, its #434 holding.
  • Advisor Group first reported a position in Yum! Brands in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Yum! Brands position peaked at $6.31M in Q3 2019.
  • 1,059 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.