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Cherry Tree Wealth Management’s Yum! Brands YUM Stock Holding History

Cherry Tree 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
2023
Q3 		– Sell
-2
Closed -$208 – 624
2023
Q2 		$208 Buy
+2
New +$271 ﹤0.01% 591

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Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
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Cherry Tree Wealth Management's YUM Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 2 shares — an estimated $208 sold.

Cherry Tree Wealth Management first reported a position in YUM in Q2 2023 and held it in 1 quarter. The position peaked at $208 in Q2 2023. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 2 Yum! Brands shares in Q3 2023, an estimated $208.
  • Cherry Tree Wealth Management first reported a position in Yum! Brands in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Yum! Brands position peaked at $208 in Q2 2023.
  • 1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.