Convergence Investment Partners’s Yum! Brands YUM Stock Holding History

Convergence Investment Partners’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 Q2	–	Sell	-6,586	Closed	-$657K	–	394
2019 Q1	$657K	Sell	6,586 -8,543	-56%	-$809K	0.14%	183
2018 Q4	$1.39M	Buy	+15,129	New	+$1.35M	0.32%	114
2018 Q2	–	Sell	-684	Closed	-$58K	–	930
2018 Q1	$58K	Buy	+684	New	+$56.1K	0.01%	418
2013 Q3	–	Sell	-4,045	Closed	-$202K	–	361
2013 Q2	$202K	Buy	+4,045	New	+$200K	0.05%	295

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Convergence Investment Partners's YUM Position: Q2 2019 in Review

Convergence Investment Partners sold out of Yum! Brands (YUM) in Q2 2019, closing a stake of 6,586 shares — an estimated $657K sold.

Convergence Investment Partners first reported a position in YUM in Q2 2013 and held it in 4 quarters. The position peaked at $1.39M in Q4 2018. 1,023 funds tracked by Wall St. Rank hold YUM as of Q2 2019.

Convergence Investment Partners reported no remaining Yum! Brands position as of Q2 2019 after selling out during the quarter.
Convergence Investment Partners sold 6,586 Yum! Brands shares in Q2 2019, an estimated $657K.
Convergence Investment Partners first reported a position in Yum! Brands in Q2 2013 and held it in 4 quarters.
Convergence Investment Partners's Yum! Brands position peaked at $1.39M in Q4 2018.
1,023 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2019.

Based on Convergence Investment Partners's 13F filing for Q2 2019, filed 23 Jul 2019.