Atlas Private Wealth Management’s Yum! Brands YUM Stock Holding History

Atlas Private Wealth 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
2021 Q2	–	Sell	-300	Closed	-$32K	–	398
2021 Q1	$32K	Hold	300	–	–	0.02%	226
2020 Q4	$33K	Hold	300	–	–	0.02%	226
2020 Q3	$27K	Hold	300	–	–	0.02%	227
2020 Q2	$26K	Hold	300	–	–	0.02%	246
2020 Q1	$21K	Hold	300	–	–	0.02%	250
2019 Q4	$30K	Buy	+300	New	+$31.1K	0.02%	245

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGA

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atlas Private Wealth Management's YUM Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Yum! Brands (YUM) in Q2 2021, closing a stake of 300 shares — an estimated $32K sold.

Atlas Private Wealth Management first reported a position in YUM in Q4 2019 and held it in 6 quarters. The position peaked at $33K in Q4 2020. 1,081 funds tracked by Wall St. Rank hold YUM as of Q2 2021.

Atlas Private Wealth Management reported no remaining Yum! Brands position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 300 Yum! Brands shares in Q2 2021, an estimated $32K.
Atlas Private Wealth Management first reported a position in Yum! Brands in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Yum! Brands position peaked at $33K in Q4 2020.
1,081 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.