Berman Capital Advisors’s Yum! Brands YUM Stock Holding History

Berman Capital 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 Q3	$165K	Buy	1,355 +331	+32%	+$42K	0.03%	310
2021 Q2	$117K	Buy	1,024 +404	+65%	+$47.6K	0.02%	340
2021 Q1	$66K	Buy	620 +53	+9%	+$5.61K	0.01%	392
2020 Q4	$61K	Sell	567 -1	-0.2%	-$102	0.01%	356
2020 Q3	$51K	Sell	568 -197	-26%	-$18.2K	0.01%	335
2020 Q2	$65K	Sell	765 -53	-6%	-$4.53K	0.02%	286
2020 Q1	$55K	Sell	818 -113	-12%	-$10.5K	0.02%	280
2019 Q4	$93K	Buy	931 +1	+0.1%	+$104	0.03%	229
2019 Q3	$104K	Hold	930	–	–	0.03%	208
2019 Q2	$102K	Buy	930 +65	+8%	+$6.75K	0.03%	206
2019 Q1	$85K	Buy	865 +83	+11%	+$7.86K	0.03%	215
2018 Q4	$70K	Buy	+782	New	+$69.9K	0.03%	218

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berman Capital Advisors's YUM Position: Q3 2021 in Review

Berman Capital Advisors increased its Yum! Brands (YUM) stake by 32% in Q3 2021, buying an estimated $42K and bringing the position to 1,355 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #310.

Berman Capital Advisors first reported a position in YUM in Q4 2018 and has held it in 12 quarters since. 1,088 funds tracked by Wall St. Rank hold YUM as of Q3 2021.

Berman Capital Advisors held 1,355 shares of Yum! Brands worth $165K as of Q3 2021.
Berman Capital Advisors bought 331 Yum! Brands shares in Q3 2021, an estimated $42K.
Yum! Brands made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #310 holding.
Berman Capital Advisors first reported a position in Yum! Brands in Q4 2018 and has held it in 12 quarters since.
1,088 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.