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Bollard Group’s Yum! Brands YUM Stock Holding History

Bollard 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
2023
Q3 		– Sell
-15
Closed -$2K – 669
2023
Q2 		$2K Buy
+15
New +$2.03K ﹤0.01% 569
2014
Q3 		– Sell
-926
Closed -$54K – 278
2014
Q2 		$54K Hold
926
– – 0.01% 231
2014
Q1 		$50K Hold
926
– – 0.01% 229
2013
Q4 		$50K Hold
926
– – 0.01% 226
2013
Q3 		$48K Buy
+926
New +$48K 0.01% 230

Other funds holding YUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bollard Group's YUM Position: Q3 2023 in Review

Bollard Group sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 15 shares — an estimated $2K sold.

Bollard Group first reported a position in YUM in Q3 2013 and held it in 5 quarters. The position peaked at $54K in Q2 2014. 1,128 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

  • Bollard Group reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
  • Bollard Group sold 15 Yum! Brands shares in Q3 2023, an estimated $2K.
  • Bollard Group first reported a position in Yum! Brands in Q3 2013 and held it in 5 quarters.
  • Bollard Group's Yum! Brands position peaked at $54K in Q2 2014.
  • 1,128 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.