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Ellis Investment Partners’s Yum! Brands YUM Stock Holding History

Ellis Investment Partners’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
2022
Q4 		– Sell
-60
Closed -$6K – 779
2022
Q3 		$6K Buy
+60
New +$6.96K ﹤0.01% 657
2019
Q4 		– Sell
-29
Closed -$3K – 716
2019
Q3 		$3K Buy
+29
New +$3.31K ﹤0.01% 658

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ellis Investment Partners's YUM Position: Q4 2022 in Review

Ellis Investment Partners sold out of Yum! Brands (YUM) in Q4 2022, closing a stake of 60 shares — an estimated $6K sold.

Ellis Investment Partners first reported a position in YUM in Q3 2019 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 1,176 funds tracked by Wall St. Rank hold YUM as of Q4 2022.

  • Ellis Investment Partners reported no remaining Yum! Brands position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 60 Yum! Brands shares in Q4 2022, an estimated $6K.
  • Ellis Investment Partners first reported a position in Yum! Brands in Q3 2019 and held it in 2 quarters.
  • Ellis Investment Partners's Yum! Brands position peaked at $6K in Q3 2022.
  • 1,176 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.