Atwood & Palmer’s Yum! Brands YUM Stock Holding History

Atwood & Palmer’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	–	Sell	-116	Closed	-$11K	–	391
2020 Q3	$11K	Hold	116	–	–	﹤0.01%	266
2020 Q2	$10K	Hold	116	–	–	﹤0.01%	260
2020 Q1	$8K	Hold	116	–	–	﹤0.01%	262
2019 Q4	$12K	Hold	116	–	–	﹤0.01%	241
2019 Q3	$13K	Sell	116 -117	-50%	-$13.4K	﹤0.01%	246
2019 Q2	$26K	Hold	233	–	–	﹤0.01%	211
2019 Q1	$23K	Hold	233	–	–	﹤0.01%	208
2018 Q4	$21K	Hold	233	–	–	﹤0.01%	210
2018 Q3	$21K	Sell	233 -200	-46%	-$16.7K	﹤0.01%	231
2018 Q2	$34K	Hold	433	–	–	﹤0.01%	201
2018 Q1	$37K	Sell	433 -117	-21%	-$9.59K	0.01%	192
2017 Q4	$45K	Hold	550	–	–	0.01%	184
2017 Q3	$40K	Hold	550	–	–	0.01%	192
2017 Q2	$41K	Hold	550	–	–	0.01%	194
2017 Q1	$35K	Hold	550	–	–	0.01%	191
2016 Q4	$35K	Sell	550 -215	-28%	-$13.5K	0.01%	191
2016 Q3	$50K	Hold	765	–	–	0.01%	171
2016 Q2	$46K	Hold	765	–	–	0.01%	174
2016 Q1	$45K	Hold	765	–	–	0.01%	180
2015 Q4	$40K	Sell	765 -341	-31%	-$17.8K	0.01%	217
2015 Q3	$64K	Buy	1,106 +319	+41%	+$19.3K	0.01%	180
2015 Q2	$51K	Buy	787 +22	+3%	+$1.39K	0.01%	186
2015 Q1	$43K	Sell	765 -1,391	-65%	-$75.9K	0.01%	193
2014 Q4	$113K	Hold	2,156	–	–	0.02%	159
2014 Q3	$112K	Hold	2,156	–	–	0.02%	162
2014 Q2	$126K	Buy	+2,156	New	+$120K	0.03%	144

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

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 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

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 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

Atwood & Palmer's YUM Position: Q4 2020 in Review

Atwood & Palmer sold out of Yum! Brands (YUM) in Q4 2020, closing a stake of 116 shares — an estimated $11K sold.

Atwood & Palmer first reported a position in YUM in Q2 2014 and held it in 26 quarters. The position peaked at $126K in Q2 2014. 1,057 funds tracked by Wall St. Rank hold YUM as of Q4 2020.

Atwood & Palmer reported no remaining Yum! Brands position as of Q4 2020 after selling out during the quarter.
Atwood & Palmer sold 116 Yum! Brands shares in Q4 2020, an estimated $11K.
Atwood & Palmer first reported a position in Yum! Brands in Q2 2014 and held it in 26 quarters.
Atwood & Palmer's Yum! Brands position peaked at $126K in Q2 2014.
1,057 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2020.

Based on Atwood & Palmer's 13F filing for Q4 2020, filed 4 Feb 2021.