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Bel Air Investment Advisors’s Yum! Brands YUM Stock Holding History

Bel Air Investment Advisors’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
-2,098
Closed -$227K – 490
2021
Q1 		$227K Buy
+2,098
New +$222K 0.01% 375

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bel Air Investment Advisors's YUM Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Yum! Brands (YUM) in Q2 2021, closing a stake of 2,098 shares — an estimated $227K sold.

Bel Air Investment Advisors first reported a position in YUM in Q1 2021 and held it in 1 quarter. The position peaked at $227K in Q1 2021. 1,082 funds tracked by Wall St. Rank hold YUM as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining Yum! Brands position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 2,098 Yum! Brands shares in Q2 2021, an estimated $227K.
  • Bel Air Investment Advisors first reported a position in Yum! Brands in Q1 2021 and held it in 1 quarter.
  • Bel Air Investment Advisors's Yum! Brands position peaked at $227K in Q1 2021.
  • 1,082 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.