CSat Investment Advisory’s Yum! Brands YUM Stock Holding History

CSat Investment Advisory’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
2021 Q1	$27K	Buy	249 +75	+43%	+$7.94K	0.02%	324
2020 Q4	$19K	Sell	174 -805	-82%	-$82.2K	0.02%	349
2020 Q3	$89K	Sell	979 -2,244	-70%	-$207K	0.01%	516
2020 Q2	$280K	Sell	3,223 -136	-4%	-$11.6K	0.03%	253
2020 Q1	$230K	Buy	3,359 +84	+3%	+$7.84K	0.05%	217
2019 Q4	$329K	Buy	3,275 +20	+0.6%	+$2.07K	0.09%	191
2019 Q3	$370K	Buy	3,255 +2,488	+324%	+$284K	0.12%	166
2019 Q2	$85K	Buy	767 +352	+85%	+$36.6K	0.03%	328
2019 Q1	$41K	Sell	415 -2	-0.5%	-$189	0.02%	182
2018 Q4	$38K	Sell	417 -3,622	-90%	-$324K	0.02%	176
2018 Q3	$367K	Buy	4,039 +1,295	+47%	+$108K	0.21%	97
2018 Q2	$215K	Buy	+2,744	New	+$229K	0.11%	115
2014 Q2	–	Sell	-112,348	Closed	-$6.09M	–	33
2014 Q1	$6.09M	Sell	112,348 -48,773	-30%	-$2.57M	3.12%	22
2013 Q4	$8.76M	Sell	161,121 -126,242	-44%	-$6.5M	3.46%	20
2013 Q3	$14.7M	Buy	287,363 +72,992	+34%	+$3.79M	4.23%	12
2013 Q2	$10.7M	Buy	+214,371	New	+$10.6M	3.81%	12

Other funds holding YUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSat Investment Advisory's YUM Position: Q1 2021 in Review

CSat Investment Advisory increased its Yum! Brands (YUM) stake by 43% in Q1 2021, buying an estimated $7.94K and bringing the position to 249 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #324.

CSat Investment Advisory first reported a position in YUM in Q2 2013 and has held it in 16 quarters since. The position peaked at $14.7M in Q3 2013. 1,058 funds tracked by Wall St. Rank hold YUM as of Q1 2021.

CSat Investment Advisory held 249 shares of Yum! Brands worth $27K as of Q1 2021.
CSat Investment Advisory bought 75 Yum! Brands shares in Q1 2021, an estimated $7.94K.
Yum! Brands made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #324 holding.
CSat Investment Advisory first reported a position in Yum! Brands in Q2 2013 and has held it in 16 quarters since.
CSat Investment Advisory's Yum! Brands position peaked at $14.7M in Q3 2013.
1,058 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.