Blue Chip Wealth Management’s Yum! Brands YUM Stock Holding History

Blue Chip Wealth Management’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 Q3	$301K	Sell	3,297 -666	-17%	-$61.4K	0.24%	81
2020 Q2	$344K	Buy	3,963 +49	+1%	+$4.18K	0.33%	69
2020 Q1	$268K	Sell	3,914 -2,328	-37%	-$217K	0.33%	69
2019 Q4	$629K	Buy	6,242 +27	+0.4%	+$2.8K	0.58%	48
2019 Q3	$705K	Buy	6,215 +160	+3%	+$18.3K	0.74%	40
2019 Q2	$670K	Buy	6,055 +410	+7%	+$42.6K	0.71%	42
2019 Q1	$563K	Buy	5,645 +1,887	+50%	+$179K	0.64%	47
2018 Q4	$345K	Buy	3,758 +76	+2%	+$6.79K	0.45%	60
2018 Q3	$335K	Sell	3,682 -1,190	-24%	-$99.3K	0.34%	73
2018 Q2	$381K	Buy	4,872 +1,984	+69%	+$166K	0.41%	65
2018 Q1	$246K	Buy	+2,888	New	+$237K	0.25%	90

Other funds holding YUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Chip Wealth Management's YUM Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its Yum! Brands (YUM) stake by 17% in Q3 2020, selling an estimated $61.4K and leaving 3,297 shares worth $301K. The position accounts for 0.24% of the portfolio, ranked #81.

Blue Chip Wealth Management first reported a position in YUM in Q1 2018 and has held it in 11 quarters since. The position peaked at $705K in Q3 2019. 972 funds tracked by Wall St. Rank hold YUM as of Q3 2020.

Blue Chip Wealth Management held 3,297 shares of Yum! Brands worth $301K as of Q3 2020.
Blue Chip Wealth Management sold 666 Yum! Brands shares in Q3 2020, an estimated $61.4K.
Yum! Brands made up 0.24% of Blue Chip Wealth Management's portfolio in Q3 2020, its #81 holding.
Blue Chip Wealth Management first reported a position in Yum! Brands in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's Yum! Brands position peaked at $705K in Q3 2019.
972 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.