Algert Global’s Yum! Brands YUM Stock Holding History

Algert Global’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
2023 Q2	–	Sell	-1,511	Closed	-$200K	–	1290
2023 Q1	$200K	Sell	1,511 -4,467	-75%	-$575K	0.01%	1028
2022 Q4	$766K	Buy	+5,978	New	+$724K	0.04%	674

Other funds holding YUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Algert Global's YUM Position: Q2 2023 in Review

Algert Global sold out of Yum! Brands (YUM) in Q2 2023, closing a stake of 1,511 shares — an estimated $200K sold.

Algert Global first reported a position in YUM in Q4 2022 and held it in 2 quarters. The position peaked at $766K in Q4 2022. 1,170 funds tracked by Wall St. Rank hold YUM as of Q2 2023.

Algert Global reported no remaining Yum! Brands position as of Q2 2023 after selling out during the quarter.
Algert Global sold 1,511 Yum! Brands shares in Q2 2023, an estimated $200K.
Algert Global first reported a position in Yum! Brands in Q4 2022 and held it in 2 quarters.
Algert Global's Yum! Brands position peaked at $766K in Q4 2022.
1,170 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2023.

Based on Algert Global's 13F filing for Q2 2023, filed 14 Aug 2023.