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Executive Wealth Management’s Yum! Brands YUM Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-477
Closed -$53K – 835
2019
Q2 		$53K Buy
477
+83
+21% +$8.62K 0.01% 286
2019
Q1 		$39K Sell
394
-335
-46% -$31.7K 0.01% 309
2018
Q4 		$67K Buy
+729
New +$65.2K 0.01% 241

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Executive Wealth Management's YUM Position: Q3 2019 in Review

Executive Wealth Management sold out of Yum! Brands (YUM) in Q3 2019, closing a stake of 477 shares — an estimated $53K sold.

Executive Wealth Management first reported a position in YUM in Q4 2018 and held it in 3 quarters. The position peaked at $67K in Q4 2018. 1,039 funds tracked by Wall St. Rank hold YUM as of Q3 2019.

  • Executive Wealth Management reported no remaining Yum! Brands position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 477 Yum! Brands shares in Q3 2019, an estimated $53K.
  • Executive Wealth Management first reported a position in Yum! Brands in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Yum! Brands position peaked at $67K in Q4 2018.
  • 1,039 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.