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Elite Wealth Management’s Yum! Brands YUM Stock Holding History

Elite 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
2019
Q1 		– Sell
-15,272
Closed -$1.4M – 46
2018
Q4 		$1.4M Buy
15,272
+41
+0.3% +$3.67K 1.37% 18
2018
Q3 		$1.39M Sell
15,231
-43
-0.3% -$3.59K 0.3% 25
2018
Q2 		$1.2M Buy
15,274
+1,518
+11% +$127K 0.43% 27
2018
Q1 		$1.17M Buy
13,756
+1,003
+8% +$82.2K 0.96% 26
2017
Q4 		$1.04M Buy
+12,753
New +$1.01M 0.88% 25
2013
Q4 		– Sell
-50
Closed -$2.57K – 922
2013
Q3 		$3K Hold
50
– – ﹤0.01% 377
2013
Q2 		$2K Buy
+50
New +$2.48K ﹤0.01% 287

Other funds holding YUM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elite Wealth Management's YUM Position: Q1 2019 in Review

Elite Wealth Management sold out of Yum! Brands (YUM) in Q1 2019, closing a stake of 15,272 shares — an estimated $1.4M sold.

Elite Wealth Management first reported a position in YUM in Q2 2013 and held it in 7 quarters. The position peaked at $1.4M in Q4 2018. 1,029 funds tracked by Wall St. Rank hold YUM as of Q1 2019.

  • Elite Wealth Management reported no remaining Yum! Brands position as of Q1 2019 after selling out during the quarter.
  • Elite Wealth Management sold 15,272 Yum! Brands shares in Q1 2019, an estimated $1.4M.
  • Elite Wealth Management first reported a position in Yum! Brands in Q2 2013 and held it in 7 quarters.
  • Elite Wealth Management's Yum! Brands position peaked at $1.4M in Q4 2018.
  • 1,029 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2019.

Based on Elite Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.