Atwater Malick’s Yum! Brands YUM Stock Holding History

Atwater Malick’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
2019 Q4	–	Sell	-228	Closed	-$26K	–	197
2019 Q3	$26K	Buy	+228	New	+$26.1K	0.02%	104

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Atwater Malick's YUM Position: Q4 2019 in Review

Atwater Malick sold out of Yum! Brands (YUM) in Q4 2019, closing a stake of 228 shares — an estimated $26K sold.

Atwater Malick first reported a position in YUM in Q3 2019 and held it in 1 quarter. The position peaked at $26K in Q3 2019. 1,059 funds tracked by Wall St. Rank hold YUM as of Q4 2019.

Atwater Malick reported no remaining Yum! Brands position as of Q4 2019 after selling out during the quarter.
Atwater Malick sold 228 Yum! Brands shares in Q4 2019, an estimated $26K.
Atwater Malick first reported a position in Yum! Brands in Q3 2019 and held it in 1 quarter.
Atwater Malick's Yum! Brands position peaked at $26K in Q3 2019.
1,059 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.