Counterpoint Mutual Funds’s Yum! Brands YUM Stock Holding History

Counterpoint Mutual Funds’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 Q2	–	Sell	-668	Closed	-$88.2K	–	489
2023 Q1	$88.2K	Sell	668 -204	-23%	-$26.3K	0.08%	308
2022 Q4	$112K	Buy	+872	New	+$106K	0.12%	228
2021 Q3	–	Sell	-113	Closed	-$13K	–	255
2021 Q2	$13K	Buy	+113	New	+$13.3K	0.01%	142

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Counterpoint Mutual Funds's YUM Position: Q2 2023 in Review

Counterpoint Mutual Funds sold out of Yum! Brands (YUM) in Q2 2023, closing a stake of 668 shares — an estimated $88.2K sold.

Counterpoint Mutual Funds first reported a position in YUM in Q2 2021 and held it in 3 quarters. The position peaked at $112K in Q4 2022. 1,170 funds tracked by Wall St. Rank hold YUM as of Q2 2023.

Counterpoint Mutual Funds reported no remaining Yum! Brands position as of Q2 2023 after selling out during the quarter.
Counterpoint Mutual Funds sold 668 Yum! Brands shares in Q2 2023, an estimated $88.2K.
Counterpoint Mutual Funds first reported a position in Yum! Brands in Q2 2021 and held it in 3 quarters.
Counterpoint Mutual Funds's Yum! Brands position peaked at $112K in Q4 2022.
1,170 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2023.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2023, filed 13 Jul 2023.