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Aspen Investment Management’s Yum! Brands YUM Stock Holding History

Aspen Investment Management’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
Q1 		– Sell
-9,907
Closed -$998K – 129
2019
Q4 		$998K Sell
9,907
-790
-7% -$81.8K 0.62% 54
2019
Q3 		$1.21M Buy
10,697
+300
+3% +$34.3K 0.81% 37
2019
Q2 		$1.15M Buy
10,397
+350
+3% +$36.3K 0.76% 43
2019
Q1 		$1M Hold
10,047
– – 0.7% 47
2018
Q4 		$924K Hold
10,047
– – 0.74% 42
2018
Q3 		$913K Buy
10,047
+160
+2% +$13.4K 0.6% 50
2018
Q2 		$773K Sell
9,887
-100
-1% -$8.34K 0.53% 60
2018
Q1 		$850K Buy
9,987
+135
+1% +$11.1K 0.61% 53
2017
Q4 		$804K Hold
9,852
– – 0.57% 53
2017
Q3 		$725K Buy
9,852
+170
+2% +$12.8K 0.54% 55
2017
Q2 		$714K Hold
9,682
– – 0.54% 50
2017
Q1 		$619K Hold
9,682
– – 0.46% 58
2016
Q4 		$613K Sell
9,682
-3,786
-28% -$238K 0.46% 54
2016
Q3 		$879K Sell
13,468
-313
-2% -$20K 0.7% 36
2016
Q2 		$821K Sell
13,781
-278
-2% -$16.4K 0.68% 39
2016
Q1 		$827K Sell
14,059
-104
-0.7% -$5.46K 0.76% 37
2015
Q4 		$744K Sell
14,163
-348
-2% -$18.2K 0.74% 39
2015
Q3 		$834K Sell
14,511
-661
-4% -$40K 0.81% 37
2015
Q2 		$983K Hold
15,172
– – 0.83% 32
2015
Q1 		$859K Sell
15,172
-112
-0.7% -$6.11K 0.69% 40
2014
Q4 		$800K Sell
15,284
-114
-0.7% -$5.94K 0.67% 43
2014
Q3 		$797K Sell
15,398
-10,795
-41% -$574K 0.67% 41
2014
Q2 		$1.53M Buy
26,193
+3,172
+14% +$176K 0.93% 32
2014
Q1 		$1.25M Buy
23,021
+188
+0.8% +$9.9K 0.8% 41
2013
Q4 		$1.24M Buy
22,833
+507
+2% +$26.1K 0.83% 39
2013
Q3 		$1.15M Sell
22,326
-55
-0.2% -$2.85K 0.81% 39
2013
Q2 		$1.12M Buy
+22,381
New +$1.11M 0.76% 40

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspen Investment Management's YUM Position: Q1 2020 in Review

Aspen Investment Management sold out of Yum! Brands (YUM) in Q1 2020, closing a stake of 9,907 shares — an estimated $998K sold.

Aspen Investment Management first reported a position in YUM in Q2 2013 and held it in 27 quarters. The position peaked at $1.53M in Q2 2014. 942 funds tracked by Wall St. Rank hold YUM as of Q1 2020.

  • Aspen Investment Management reported no remaining Yum! Brands position as of Q1 2020 after selling out during the quarter.
  • Aspen Investment Management sold 9,907 Yum! Brands shares in Q1 2020, an estimated $998K.
  • Aspen Investment Management first reported a position in Yum! Brands in Q2 2013 and held it in 27 quarters.
  • Aspen Investment Management's Yum! Brands position peaked at $1.53M in Q2 2014.
  • 942 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2020.

Based on Aspen Investment Management's 13F filing for Q1 2020, filed 15 May 2020.