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Apriem Advisors’s Yum! Brands YUM Stock Holding History

Apriem 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
2021
Q4 		– Sell
-2,914
Closed -$356K – 152
2021
Q3 		$356K Hold
2,914
– – 0.05% 109
2021
Q2 		$335K Hold
2,914
– – 0.05% 114
2021
Q1 		$315K Hold
2,914
– – 0.05% 114
2020
Q4 		$316K Buy
2,914
+301
+12% +$30.7K 0.06% 100
2020
Q3 		$239K Hold
2,613
– – 0.04% 110
2020
Q2 		$227K Buy
+2,613
New +$223K 0.05% 111
2019
Q2 		– Sell
-2,196
Closed -$219K – 141
2019
Q1 		$219K Sell
2,196
-110
-5% -$10.4K 0.06% 118
2018
Q4 		$212K Hold
2,306
– – 0.07% 114
2018
Q3 		$210K Buy
2,306
+1
+0% +$83 0.05% 136
2018
Q2 		$180K Buy
+2,305
New +$192K 0.04% 137
2017
Q2 		– Sell
-2,315
Closed -$148K – 564
2017
Q1 		$148K Buy
2,315
+2
+0.1% +$130 0.04% 147
2016
Q4 		$146K Sell
2,313
-975
-30% -$61.2K 0.04% 139
2016
Q3 		$215K Sell
3,288
-137
-4% -$8.74K 0.06% 111
2016
Q2 		$204K Sell
3,425
-87
-2% -$5.13K 0.07% 114
2016
Q1 		$207K Buy
3,512
+190
+6% +$9.97K 0.08% 95
2015
Q4 		$174K Buy
3,322
+4
+0.1% +$209 0.06% 102
2015
Q3 		$191K Buy
3,318
+2
+0.1% +$121 0.07% 95
2015
Q2 		$215K Buy
3,316
+3
+0.1% +$190 0.07% 93
2015
Q1 		$187K Buy
3,313
+2
+0.1% +$109 0.06% 106
2014
Q4 		$173K Buy
3,311
+3
+0.1% +$156 0.06% 98
2014
Q3 		$171K Buy
3,308
+3
+0.1% +$160 0.07% 106
2014
Q2 		$193K Buy
3,305
+3
+0.1% +$167 0.07% 119
2014
Q1 		$179K Buy
3,302
+3
+0.1% +$158 0.07% 123
2013
Q4 		$179K Buy
3,299
+2
+0.1% +$103 0.07% 115
2013
Q3 		$169K Buy
3,297
+3
+0.1% +$156 0.07% 114
2013
Q2 		$164K Buy
+3,294
New +$163K 0.08% 113

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Apriem Advisors's YUM Position: Q4 2021 in Review

Apriem Advisors sold out of Yum! Brands (YUM) in Q4 2021, closing a stake of 2,914 shares — an estimated $356K sold.

Apriem Advisors first reported a position in YUM in Q2 2013 and held it in 26 quarters. The position peaked at $356K in Q3 2021. 1,168 funds tracked by Wall St. Rank hold YUM as of Q4 2021.

  • Apriem Advisors reported no remaining Yum! Brands position as of Q4 2021 after selling out during the quarter.
  • Apriem Advisors sold 2,914 Yum! Brands shares in Q4 2021, an estimated $356K.
  • Apriem Advisors first reported a position in Yum! Brands in Q2 2013 and held it in 26 quarters.
  • Apriem Advisors's Yum! Brands position peaked at $356K in Q3 2021.
  • 1,168 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2021.

Based on Apriem Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.