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Barlow Wealth Partners’s Yum! Brands YUM Stock Holding History

Barlow Wealth Partners’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
2024
Q1 		– Sell
-1,617
Closed -$211K – 159
2023
Q4 		$211K Buy
+1,617
New +$202K 0.03% 143

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Barlow Wealth Partners's YUM Position: Q1 2024 in Review

Barlow Wealth Partners sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 1,617 shares — an estimated $211K sold.

Barlow Wealth Partners first reported a position in YUM in Q4 2023 and held it in 1 quarter. The position peaked at $211K in Q4 2023. 1,235 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

  • Barlow Wealth Partners reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
  • Barlow Wealth Partners sold 1,617 Yum! Brands shares in Q1 2024, an estimated $211K.
  • Barlow Wealth Partners first reported a position in Yum! Brands in Q4 2023 and held it in 1 quarter.
  • Barlow Wealth Partners's Yum! Brands position peaked at $211K in Q4 2023.
  • 1,235 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on Barlow Wealth Partners's 13F filing for Q1 2024, filed 18 Apr 2024.