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Alera Investment Advisors’s Yum! Brands YUM Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$244K Sell
1,746
-121
-6% -$16.1K 0.03% 240
2024
Q2 		$247K Buy
+1,867
New +$257K 0.03% 225
2019
Q2 		– Sell
-395
Closed -$39K – 1043
2019
Q1 		$39K Sell
395
-128
-24% -$12.1K 0.02% 192
2018
Q4 		$48K Buy
+523
New +$46.8K 0.03% 181

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Alera Investment Advisors's YUM Position: Q3 2024 in Review

Alera Investment Advisors reduced its Yum! Brands (YUM) stake by 6.5% in Q3 2024, selling an estimated $16.1K and leaving 1,746 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #240.

Alera Investment Advisors first reported a position in YUM in Q4 2018 and has held it in 4 quarters since. The position peaked at $247K in Q2 2024. 1,234 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

  • Alera Investment Advisors held 1,746 shares of Yum! Brands worth $244K as of Q3 2024.
  • Alera Investment Advisors sold 121 Yum! Brands shares in Q3 2024, an estimated $16.1K.
  • Yum! Brands made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #240 holding.
  • Alera Investment Advisors first reported a position in Yum! Brands in Q4 2018 and has held it in 4 quarters since.
  • Alera Investment Advisors's Yum! Brands position peaked at $247K in Q2 2024.
  • 1,234 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.