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Ellevest Inc’s Yum! Brands YUM Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-724
Closed -$95.6K – 1670
2023
Q1 		$95.6K Sell
724
-44
-6% -$5.66K 0.01% 461
2022
Q4 		$98.3K Buy
768
+598
+352% +$72.4K 0.01% 441
2022
Q3 		$18K Buy
170
+123
+262% +$14.3K ﹤0.01% 849
2022
Q2 		$5K Sell
47
-2
-4% -$233 ﹤0.01% 1033
2022
Q1 		$6K Sell
49
-47
-49% -$5.79K ﹤0.01% 1014
2021
Q4 		$13K Sell
96
-182
-65% -$23.3K ﹤0.01% 806
2021
Q3 		$34K Buy
278
+157
+130% +$19.9K ﹤0.01% 560
2021
Q2 		$14K Sell
121
-281
-70% -$33.1K ﹤0.01% 709
2021
Q1 		$44K Buy
402
+129
+47% +$13.7K 0.01% 509
2020
Q4 		$30K Buy
273
+174
+176% +$17.8K ﹤0.01% 554
2020
Q3 		$9K Sell
99
-81
-45% -$7.47K ﹤0.01% 681
2020
Q2 		$16K Buy
180
+115
+177% +$9.82K ﹤0.01% 527
2020
Q1 		$4K Buy
65
+4
+7% +$373 ﹤0.01% 689
2019
Q4 		$6K Buy
61
+39
+177% +$4.04K ﹤0.01% 586
2019
Q3 		$2K Buy
22
+11
+100% +$1.26K ﹤0.01% 357
2019
Q2 		$1K Sell
11
-12
-52% -$1.25K ﹤0.01% 381
2019
Q1 		$2K Hold
23
– – ﹤0.01% 303
2018
Q4 		$2K Buy
+23
New +$2.06K ﹤0.01% 467

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Ellevest Inc's YUM Position: Q2 2023 in Review

Ellevest Inc sold out of Yum! Brands (YUM) in Q2 2023, closing a stake of 724 shares — an estimated $95.6K sold.

Ellevest Inc first reported a position in YUM in Q4 2018 and held it in 18 quarters. The position peaked at $98.3K in Q4 2022. 1,170 funds tracked by Wall St. Rank hold YUM as of Q2 2023.

  • Ellevest Inc reported no remaining Yum! Brands position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 724 Yum! Brands shares in Q2 2023, an estimated $95.6K.
  • Ellevest Inc first reported a position in Yum! Brands in Q4 2018 and held it in 18 quarters.
  • Ellevest Inc's Yum! Brands position peaked at $98.3K in Q4 2022.
  • 1,170 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.