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Evolution Wealth Advisors’s Yum! Brands YUM Stock Holding History

Evolution Wealth Advisors’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
Q1 		– Sell
-42
Closed -$4K – 658
2019
Q4 		$4K Buy
+42
New +$4.35K ﹤0.01% 476
2019
Q3 		– Sell
-40
Closed -$4K – 600
2019
Q2 		$4K Buy
+40
New +$4.15K ﹤0.01% 317

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Evolution Wealth Advisors's YUM Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Yum! Brands (YUM) in Q1 2020, closing a stake of 42 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in YUM in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 942 funds tracked by Wall St. Rank hold YUM as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Yum! Brands position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 42 Yum! Brands shares in Q1 2020, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Yum! Brands in Q2 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Yum! Brands position peaked at $4K in Q4 2019.
  • 942 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.