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Cypress Point Wealth Management’s Yum! Brands YUM Stock Holding History

Cypress Point Wealth 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
2021
Q3 		– Sell
-125
Closed -$14K – 225
2021
Q2 		$14K Buy
+125
New +$14.7K 0.01% 121

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cypress Point Wealth Management's YUM Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of Yum! Brands (YUM) in Q3 2021, closing a stake of 125 shares — an estimated $14K sold.

Cypress Point Wealth Management first reported a position in YUM in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 1,087 funds tracked by Wall St. Rank hold YUM as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining Yum! Brands position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 125 Yum! Brands shares in Q3 2021, an estimated $14K.
  • Cypress Point Wealth Management first reported a position in Yum! Brands in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Yum! Brands position peaked at $14K in Q2 2021.
  • 1,087 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.