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Baron Financial Group’s Yum! Brands YUM Stock Holding History

Baron Financial Group’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
2022
Q3 		– Sell
-262
Closed -$29.8K – 208
2022
Q2 		$29.8K Buy
262
+1
+0.4% +$116 0.02% 105
2022
Q1 		$30.9K Buy
261
+1
+0.4% +$123 0.02% 117
2021
Q4 		$36.1K Buy
260
+1
+0.4% +$128 0.02% 108
2021
Q3 		$31.6K Buy
259
+1
+0.4% +$127 0.02% 118
2021
Q2 		$29.6K Sell
258
-19
-7% -$2.24K 0.02% 126
2021
Q1 		$29.9K Buy
277
+2
+0.7% +$212 0.02% 118
2020
Q4 		$29.9K Buy
275
+1
+0.4% +$102 0.02% 115
2020
Q3 		$25K Buy
+274
New +$25.3K 0.02% 122

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Baron Financial Group's YUM Position: Q3 2022 in Review

Baron Financial Group sold out of Yum! Brands (YUM) in Q3 2022, closing a stake of 262 shares — an estimated $29.8K sold.

Baron Financial Group first reported a position in YUM in Q3 2020 and held it in 8 quarters. The position peaked at $36.1K in Q4 2021. 1,073 funds tracked by Wall St. Rank hold YUM as of Q3 2022.

  • Baron Financial Group reported no remaining Yum! Brands position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 262 Yum! Brands shares in Q3 2022, an estimated $29.8K.
  • Baron Financial Group first reported a position in Yum! Brands in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Yum! Brands position peaked at $36.1K in Q4 2021.
  • 1,073 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.