Financial Advocates Investment Management’s Yum! Brands YUM Stock Holding History

Financial Advocates Investment 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
2022 Q1	–	Sell	-1,823	Closed	-$241K	–	829
2021 Q4	$241K	Buy	1,823 +1	+0.1%	+$128	0.02%	679
2021 Q3	$213K	Buy	+1,822	New	+$231K	0.01%	690
2019 Q4	–	Sell	-1,869	Closed	-$212K	–	539
2019 Q3	$212K	Sell	1,869 -79	-4%	-$9.03K	0.02%	449
2019 Q2	$216K	Buy	+1,948	New	+$202K	0.03%	440
2018 Q4	–	Sell	-2,295	Closed	-$209K	–	516
2018 Q3	$209K	Buy	+2,295	New	+$192K	0.02%	474

Other funds holding YUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Financial Advocates Investment Management's YUM Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Yum! Brands (YUM) in Q1 2022, closing a stake of 1,823 shares — an estimated $241K sold.

Financial Advocates Investment Management first reported a position in YUM in Q3 2018 and held it in 5 quarters. The position peaked at $241K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold YUM as of Q1 2022.

Financial Advocates Investment Management reported no remaining Yum! Brands position as of Q1 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 1,823 Yum! Brands shares in Q1 2022, an estimated $241K.
Financial Advocates Investment Management first reported a position in Yum! Brands in Q3 2018 and held it in 5 quarters.
Financial Advocates Investment Management's Yum! Brands position peaked at $241K in Q4 2021.
1,147 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.