AlphaSimPlex Group’s Yum! Brands YUM Stock Holding History

AlphaSimPlex 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
2022 Q1	–	Sell	-1,579	Closed	-$219K	–	143
2021 Q4	$219K	Sell	1,579 -1,797	-53%	-$230K	0.37%	104
2021 Q3	$413K	Sell	3,376 -3,707	-52%	-$470K	0.34%	116
2021 Q2	$815K	Hold	7,083	–	–	0.41%	104
2021 Q1	$766K	Hold	7,083	–	–	0.32%	154
2020 Q4	$769K	Sell	7,083 -5,233	-42%	-$534K	0.27%	176
2020 Q3	$1.12M	Buy	12,316 +5,089	+70%	+$469K	0.51%	49
2020 Q2	$628K	Buy	+7,227	New	+$617K	0.47%	81
2020 Q1	–	Sell	-9,773	Closed	-$984K	–	248
2019 Q4	$984K	Hold	9,773	–	–	0.37%	113
2019 Q3	$1.11M	Sell	9,773 -3,242	-25%	-$370K	0.42%	95
2019 Q2	$1.44M	Sell	13,015 -3,986	-23%	-$414K	0.45%	71
2019 Q1	$1.7M	Buy	+17,001	New	+$1.61M	0.57%	50

Other funds holding YUM

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

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

SGA

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

AlphaSimPlex Group's YUM Position: Q1 2022 in Review

AlphaSimPlex Group sold out of Yum! Brands (YUM) in Q1 2022, closing a stake of 1,579 shares — an estimated $219K sold.

AlphaSimPlex Group first reported a position in YUM in Q1 2019 and held it in 11 quarters. The position peaked at $1.7M in Q1 2019. 1,146 funds tracked by Wall St. Rank hold YUM as of Q1 2022.

AlphaSimPlex Group reported no remaining Yum! Brands position as of Q1 2022 after selling out during the quarter.
AlphaSimPlex Group sold 1,579 Yum! Brands shares in Q1 2022, an estimated $219K.
AlphaSimPlex Group first reported a position in Yum! Brands in Q1 2019 and held it in 11 quarters.
AlphaSimPlex Group's Yum! Brands position peaked at $1.7M in Q1 2019.
1,146 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2022.

Based on AlphaSimPlex Group's 13F filing for Q1 2022, filed 10 May 2022.