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Engrave Wealth Partners’s Yum! Brands YUM Stock Holding History

Engrave Wealth 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
2020
Q3 		– Sell
-47
Closed -$4K – 428
2020
Q2 		$4K Hold
47
– – ﹤0.01% 351
2020
Q1 		$3K Hold
47
– – ﹤0.01% 336
2019
Q4 		$4K Buy
+47
New +$4.87K ﹤0.01% 378

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Engrave Wealth Partners's YUM Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Yum! Brands (YUM) in Q3 2020, closing a stake of 47 shares — an estimated $4K sold.

Engrave Wealth Partners first reported a position in YUM in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 972 funds tracked by Wall St. Rank hold YUM as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Yum! Brands position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 47 Yum! Brands shares in Q3 2020, an estimated $4K.
  • Engrave Wealth Partners first reported a position in Yum! Brands in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Yum! Brands position peaked at $4K in Q2 2020.
  • 972 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.