Catamount Wealth Management’s Yum! Brands YUM Stock Holding History

Catamount 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
2019 Q1	$349K	Hold	3,500	–	–	0.2%	40
2018 Q4	$329K	Hold	3,500	–	–	0.22%	29
2018 Q3	$318K	Hold	3,500	–	–	0.15%	37
2018 Q2	$290K	Hold	3,500	–	–	0.14%	38
2018 Q1	$298K	Hold	3,500	–	–	0.16%	39
2017 Q4	$286K	Buy	+3,500	New	+$277K	0.16%	36

Other funds holding YUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Catamount Wealth Management's YUM Position: Q1 2019 in Review

Catamount Wealth Management held its Yum! Brands (YUM) position steady in Q1 2019 at 3,500 shares worth $349K. The position accounts for 0.2% of the portfolio, ranked #40.

Catamount Wealth Management first reported a position in YUM in Q4 2017 and has held it in 6 quarters since. 1,029 funds tracked by Wall St. Rank hold YUM as of Q1 2019.

Catamount Wealth Management held 3,500 shares of Yum! Brands worth $349K as of Q1 2019.
Catamount Wealth Management left its Yum! Brands share count unchanged in Q1 2019.
Yum! Brands made up 0.2% of Catamount Wealth Management's portfolio in Q1 2019, its #40 holding.
Catamount Wealth Management first reported a position in Yum! Brands in Q4 2017 and has held it in 6 quarters since.
1,029 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.