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EnRich Financial Partners’s Yum! Brands YUM Stock Holding History

EnRich Financial 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
2024
Q2 		– Sell
-40
Closed -$5.55K – 251
2024
Q1 		$5.55K Buy
+40
New +$5.34K ﹤0.01% 178

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EnRich Financial Partners's YUM Position: Q2 2024 in Review

EnRich Financial Partners sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 40 shares — an estimated $5.55K sold.

EnRich Financial Partners first reported a position in YUM in Q1 2024 and held it in 1 quarter. The position peaked at $5.55K in Q1 2024. 1,207 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

  • EnRich Financial Partners reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
  • EnRich Financial Partners sold 40 Yum! Brands shares in Q2 2024, an estimated $5.55K.
  • EnRich Financial Partners first reported a position in Yum! Brands in Q1 2024 and held it in 1 quarter.
  • EnRich Financial Partners's Yum! Brands position peaked at $5.55K in Q1 2024.
  • 1,207 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on EnRich Financial Partners's 13F filing for Q2 2024, filed 13 Aug 2024.