Clearview Wealth Advisors’s Yum! Brands YUM Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-38	Closed	-$5.26K	–	666
2023 Q2	$5.26K	Hold	38	–	–	0.01%	424
2023 Q1	$5.02K	Hold	38	–	–	0.01%	427
2022 Q4	$4.87K	Hold	38	–	–	﹤0.01%	397
2022 Q3	$4K	Hold	38	–	–	﹤0.01%	442
2022 Q2	$4K	Hold	38	–	–	﹤0.01%	460
2022 Q1	$5K	Hold	38	–	–	﹤0.01%	462
2021 Q4	$5K	Sell	38 -660	-95%	-$84.4K	﹤0.01%	498
2021 Q3	$85K	Hold	698	–	–	0.05%	181
2021 Q2	$80K	Hold	698	–	–	0.05%	190
2021 Q1	$76K	Hold	698	–	–	0.05%	192
2020 Q4	$76K	Buy	+698	New	+$71.3K	0.05%	162

Other funds holding YUM

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Clearview Wealth Advisors's YUM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 38 shares — an estimated $5.26K sold.

Clearview Wealth Advisors first reported a position in YUM in Q4 2020 and held it in 11 quarters. The position peaked at $85K in Q3 2021. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

Clearview Wealth Advisors reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 38 Yum! Brands shares in Q3 2023, an estimated $5.26K.
Clearview Wealth Advisors first reported a position in Yum! Brands in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Yum! Brands position peaked at $85K in Q3 2021.
1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.