Aevitas Wealth Management’s Yum! Brands YUM Stock Holding History

Aevitas Wealth Management’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
2020 Q1	–	Sell	-3,024	Closed	-$305K	–	110
2019 Q4	$305K	Buy	3,024 +2	+0.1%	+$207	0.29%	92
2019 Q3	$343K	Buy	3,022 +2	+0.1%	+$229	0.34%	78
2019 Q2	$334K	Buy	3,020 +2	+0.1%	+$208	0.34%	80
2019 Q1	$301K	Buy	3,018 +2	+0.1%	+$189	0.27%	86
2018 Q4	$277K	Buy	3,016 +2	+0.1%	+$179	0.28%	81
2018 Q3	$274K	Sell	3,014 -198	-6%	-$16.5K	0.25%	92
2018 Q2	$251K	Buy	3,212 +1,502	+88%	+$125K	0.24%	92
2018 Q1	$146K	Buy	1,710 +2	+0.1%	+$164	0.15%	115
2017 Q4	$139K	Buy	+1,708	New	+$135K	0.13%	117

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aevitas Wealth Management's YUM Position: Q1 2020 in Review

Aevitas Wealth Management sold out of Yum! Brands (YUM) in Q1 2020, closing a stake of 3,024 shares — an estimated $305K sold.

Aevitas Wealth Management first reported a position in YUM in Q4 2017 and held it in 9 quarters. The position peaked at $343K in Q3 2019. 942 funds tracked by Wall St. Rank hold YUM as of Q1 2020.

Aevitas Wealth Management reported no remaining Yum! Brands position as of Q1 2020 after selling out during the quarter.
Aevitas Wealth Management sold 3,024 Yum! Brands shares in Q1 2020, an estimated $305K.
Aevitas Wealth Management first reported a position in Yum! Brands in Q4 2017 and held it in 9 quarters.
Aevitas Wealth Management's Yum! Brands position peaked at $343K in Q3 2019.
942 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2020.

Based on Aevitas Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.