Aperio Group’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $28.6M | Buy |
263,133
+21,811
| +9% | +$2.23M | 0.08% | 229 |
|
|
2020
Q3 | $22M | Buy |
241,322
+8,141
| +3% | +$750K | 0.07% | 251 |
|
|
2020
Q2 | $20.3M | Sell |
233,181
-16,544
| -7% | -$1.41M | 0.07% | 253 |
|
|
2020
Q1 | $17.1M | Sell |
249,725
-60,670
| -20% | -$5.66M | 0.08% | 258 |
|
|
2019
Q4 | $31.3M | Sell |
310,395
-15,656
| -5% | -$1.62M | 0.11% | 199 |
|
|
2019
Q3 | $37M | Buy |
326,051
+14,361
| +5% | +$1.64M | 0.15% | 154 |
|
|
2019
Q2 | $34.5M | Buy |
311,690
+16,695
| +6% | +$1.73M | 0.14% | 160 |
|
|
2019
Q1 | $29.4M | Buy |
294,995
+34,776
| +13% | +$3.29M | 0.13% | 176 |
|
|
2018
Q4 | $23.9M | Buy |
260,219
+25,847
| +11% | +$2.31M | 0.12% | 192 |
|
|
2018
Q3 | $21.3M | Sell |
234,372
-14,585
| -6% | -$1.22M | 0.09% | 242 |
|
|
2018
Q2 | $19.5M | Buy |
248,957
+1,781
| +0.7% | +$149K | 0.09% | 248 |
|
|
2018
Q1 | $21M | Buy |
247,176
+8,969
| +4% | +$735K | 0.1% | 228 |
|
|
2017
Q4 | $19.4M | Buy |
238,207
+3,866
| +2% | +$306K | 0.1% | 243 |
|
|
2017
Q3 | $17.2M | Buy |
234,341
+7,334
| +3% | +$552K | 0.1% | 248 |
|
|
2017
Q2 | $16.7M | Buy |
227,007
+4,762
| +2% | +$331K | 0.1% | 231 |
|
|
2017
Q1 | $14.2M | Buy |
222,245
+20,552
| +10% | +$1.34M | 0.1% | 243 |
|
|
2016
Q4 | $12.8M | Sell |
201,693
-63,350
| -24% | -$3.98M | 0.1% | 238 |
|
|
2016
Q3 | $17.3M | Buy |
265,043
+9,803
| +4% | +$626K | 0.13% | 188 |
|
|
2016
Q2 | $15.2M | Buy |
255,240
+18,013
| +8% | +$1.06M | 0.12% | 200 |
|
|
2016
Q1 | $14M | Buy |
237,227
+14,353
| +6% | +$753K | 0.12% | 197 |
|
|
2015
Q4 | $11.7M | Sell |
222,874
-14,323
| -6% | -$748K | 0.11% | 215 |
|
|
2015
Q3 | $13.6M | Buy |
237,197
+15,065
| +7% | +$912K | 0.14% | 174 |
|
|
2015
Q2 | $14.4M | Buy |
222,132
+9,842
| +5% | +$624K | 0.15% | 163 |
|
|
2015
Q1 | $12M | Buy |
212,290
+19,535
| +10% | +$1.07M | 0.13% | 178 |
|
|
2014
Q4 | $10.1M | Sell |
192,755
-1,847
| -0.9% | -$96.2K | 0.12% | 204 |
|
|
2014
Q3 | $10.1M | Sell |
194,602
-249
| -0.1% | -$13.2K | 0.14% | 185 |
|
|
2014
Q2 | $11.4M | Buy |
194,851
+7,582
| +4% | +$422K | 0.17% | 157 |
|
|
2014
Q1 | $10.2M | Buy |
+187,269
| New | +$9.9M | 0.14% | 167 |
|
|
2013
Q4 | – | Sell |
-174,800
| Closed | -$8.99M | – | 157 |
|
|
2013
Q3 | $8.97M | Buy |
174,800
+17,298
| +11% | +$897K | 0.17% | 131 |
|
|
2013
Q2 | $7.85M | Buy |
+157,502
| New | +$7.8M | 0.19% | 115 |
|
Other funds holding YUM
Aperio Group's YUM Position: Q4 2020 in Review
Aperio Group increased its Yum! Brands (YUM) stake by 9% in Q4 2020, buying an estimated $2.23M and bringing the position to 263,133 shares worth $28.6M. The position accounts for 0.08% of the portfolio, ranked #229.
Aperio Group first reported a position in YUM in Q2 2013 and has held it in 30 quarters since. The position peaked at $37M in Q3 2019. 1,059 funds tracked by Wall St. Rank hold YUM as of Q4 2020.
- Aperio Group held 263,133 shares of Yum! Brands worth $28.6M as of Q4 2020.
- Aperio Group bought 21,811 Yum! Brands shares in Q4 2020, an estimated $2.23M.
- Yum! Brands made up 0.08% of Aperio Group's portfolio in Q4 2020, its #229 holding.
- Aperio Group first reported a position in Yum! Brands in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Yum! Brands position peaked at $37M in Q3 2019.
- 1,059 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.