CIM
YUM icon

Contravisory Investment Management’s Yum! Brands YUM Stock Holding History

Contravisory Investment 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
Q4 		– Sell
-1,325
Closed -$166K – 429
2023
Q3 		$166K Buy
1,325
+34
+3% +$4.47K 0.05% 206
2023
Q2 		$179K Hold
1,291
– – 0.05% 202
2023
Q1 		$171K Buy
1,291
+177
+16% +$22.8K 0.05% 202
2022
Q4 		$143K Buy
1,114
+519
+87% +$62.9K 0.04% 205
2022
Q3 		$63K Buy
595
+1
+0.2% +$116 0.02% 235
2022
Q2 		$67K Sell
594
-105
-15% -$12.2K 0.02% 232
2022
Q1 		$83K Buy
+699
New +$86.1K 0.02% 233

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Contravisory Investment Management's YUM Position: Q4 2023 in Review

Contravisory Investment Management sold out of Yum! Brands (YUM) in Q4 2023, closing a stake of 1,325 shares — an estimated $166K sold.

Contravisory Investment Management first reported a position in YUM in Q1 2022 and held it in 7 quarters. The position peaked at $179K in Q2 2023. 1,213 funds tracked by Wall St. Rank hold YUM as of Q4 2023.

  • Contravisory Investment Management reported no remaining Yum! Brands position as of Q4 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 1,325 Yum! Brands shares in Q4 2023, an estimated $166K.
  • Contravisory Investment Management first reported a position in Yum! Brands in Q1 2022 and held it in 7 quarters.
  • Contravisory Investment Management's Yum! Brands position peaked at $179K in Q2 2023.
  • 1,213 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.