Ergoteles’s Yum! Brands YUM Stock Holding History

Ergoteles’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	-22,134	Closed	-$2.92M	–	1585
2023 Q1	$2.92M	Buy	22,134 +6,887	+45%	+$886K	0.11%	172
2022 Q4	$1.95M	Buy	+15,247	New	+$1.85M	0.07%	287
2021 Q2	–	Sell	-21,417	Closed	-$2.32M	–	1722
2021 Q1	$2.32M	Buy	+21,417	New	+$2.27M	0.07%	264

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ergoteles's YUM Position: Q2 2023 in Review

Ergoteles sold out of Yum! Brands (YUM) in Q2 2023, closing a stake of 22,134 shares — an estimated $2.92M sold.

Ergoteles first reported a position in YUM in Q1 2021 and held it in 3 quarters. The position peaked at $2.92M in Q1 2023. 1,170 funds tracked by Wall St. Rank hold YUM as of Q2 2023.

Ergoteles reported no remaining Yum! Brands position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 22,134 Yum! Brands shares in Q2 2023, an estimated $2.92M.
Ergoteles first reported a position in Yum! Brands in Q1 2021 and held it in 3 quarters.
Ergoteles's Yum! Brands position peaked at $2.92M in Q1 2023.
1,170 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.