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Aperio Group’s Yum! Brands YUM Stock Holding History

Aperio 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
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 		$17.3M 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% -$13.3K 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 +$9.86M 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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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. 1,058 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.
  • 1,058 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.