EWM
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Edge Wealth Management’s Yum! Brands YUM Stock Holding History

Edge 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
2020
Q4 		– Sell
-100
Closed -$9K – 463
2020
Q3 		$9K Sell
100
-61
-38% -$5.62K ﹤0.01% 326
2020
Q2 		$14K Sell
161
-521
-76% -$44.5K ﹤0.01% 423
2020
Q1 		$48K Hold
682
– – 0.01% 246
2019
Q4 		$69K Buy
682
+25
+4% +$2.59K 0.01% 230
2019
Q3 		$74K Buy
657
+596
+977% +$68.1K 0.02% 213
2019
Q2 		$7K Sell
61
-6
-9% -$623 ﹤0.01% 460
2019
Q1 		$7K Hold
67
– – ﹤0.01% 446
2018
Q4 		$6K Hold
67
– – ﹤0.01% 459
2018
Q3 		$6K Hold
67
– – ﹤0.01% 493
2018
Q2 		$5K Hold
67
– – ﹤0.01% 496
2018
Q1 		$6K Hold
67
– – ﹤0.01% 440
2017
Q4 		$5K Hold
67
– – ﹤0.01% 451
2017
Q3 		$5K Hold
67
– – ﹤0.01% 442
2017
Q2 		$5K Hold
67
– – ﹤0.01% 438
2017
Q1 		$4K Buy
67
+61
+1,017% +$3.97K ﹤0.01% 429
2016
Q4 		$1K Sell
6
-2
-25% -$126 ﹤0.01% 467
2016
Q3 		$1K Sell
8
-10
-56% -$638 ﹤0.01% 466
2016
Q2 		$1K Sell
18
-87,443
-100% -$5.15M ﹤0.01% 448
2016
Q1 		$5.15M Sell
87,461
-42,467
-33% -$2.23M 2.33% 14
2015
Q4 		$6.88M Buy
129,928
+886
+0.7% +$46.3K 2.59% 10
2015
Q3 		$7.32M Buy
129,042
+129,032
+1,290,320% +$7.81M 2.76% 11
2015
Q2 		$1K Sell
10
-81,277
-100% -$5.15M ﹤0.01% 417
2015
Q1 		$4.63M Buy
81,287
+77,601
+2,105% +$4.24M 1.56% 23
2014
Q4 		$194K Sell
3,686
-14,001
-79% -$729K 0.07% 107
2014
Q3 		$919K Buy
17,687
+8,765
+98% +$466K 0.35% 45
2014
Q2 		$520K Hold
8,922
– – 0.22% 61
2014
Q1 		$484K Hold
8,922
– – 0.2% 60
2013
Q4 		$484K Sell
8,922
-83
-0.9% -$4.27K 0.22% 53
2013
Q3 		$462K Hold
9,005
– – 0.28% 50
2013
Q2 		$452K Buy
+9,005
New +$446K 0.3% 40

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Edge Wealth Management's YUM Position: Q4 2020 in Review

Edge Wealth Management sold out of Yum! Brands (YUM) in Q4 2020, closing a stake of 100 shares — an estimated $9K sold.

Edge Wealth Management first reported a position in YUM in Q2 2013 and held it in 30 quarters. The position peaked at $7.32M in Q3 2015. 1,057 funds tracked by Wall St. Rank hold YUM as of Q4 2020.

  • Edge Wealth Management reported no remaining Yum! Brands position as of Q4 2020 after selling out during the quarter.
  • Edge Wealth Management sold 100 Yum! Brands shares in Q4 2020, an estimated $9K.
  • Edge Wealth Management first reported a position in Yum! Brands in Q2 2013 and held it in 30 quarters.
  • Edge Wealth Management's Yum! Brands position peaked at $7.32M in Q3 2015.
  • 1,057 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.