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DC Investments Management’s Yum! Brands YUM Stock Holding History

DC Investments 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
2020
Q2 		– Sell
-4,347
Closed -$298K – 363
2020
Q1 		$298K Hold
4,347
– – 0.24% 171
2019
Q4 		$438K Sell
4,347
-285
-6% -$29.5K 0.34% 152
2019
Q3 		$525K Buy
4,632
+970
+26% +$111K 0.3% 118
2019
Q2 		$405K Buy
+3,662
New +$380K 0.23% 191
2018
Q2 		– Sell
-4,680
Closed -$398K – 407
2018
Q1 		$398K Buy
4,680
+33
+0.7% +$2.71K 0.27% 129
2017
Q4 		$379K Buy
+4,647
New +$368K 0.16% 176

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DC Investments Management's YUM Position: Q2 2020 in Review

DC Investments Management sold out of Yum! Brands (YUM) in Q2 2020, closing a stake of 4,347 shares — an estimated $298K sold.

DC Investments Management first reported a position in YUM in Q4 2017 and held it in 6 quarters. The position peaked at $525K in Q3 2019. 985 funds tracked by Wall St. Rank hold YUM as of Q2 2020.

  • DC Investments Management reported no remaining Yum! Brands position as of Q2 2020 after selling out during the quarter.
  • DC Investments Management sold 4,347 Yum! Brands shares in Q2 2020, an estimated $298K.
  • DC Investments Management first reported a position in Yum! Brands in Q4 2017 and held it in 6 quarters.
  • DC Investments Management's Yum! Brands position peaked at $525K in Q3 2019.
  • 985 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2020.

Based on DC Investments Management's 13F filing for Q2 2020, filed 3 Aug 2020.