FANJ
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Financial Architects (New Jersey)’s Yum! Brands YUM Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-1,140
Closed -$99K – 785
2020
Q2 		$99K Hold
1,140
– – 0.02% 325
2020
Q1 		$78K Hold
1,140
– – 0.02% 327
2019
Q4 		$115K Sell
1,140
-80
-7% -$8.29K 0.02% 312
2019
Q3 		$138K Hold
1,220
– – 0.03% 282
2019
Q2 		$135K Hold
1,220
– – 0.03% 321
2019
Q1 		$122K Hold
1,220
– – 0.02% 414
2018
Q4 		$112K Hold
1,220
– – 0.02% 378
2018
Q3 		$111K Hold
1,220
– – 0.02% 442
2018
Q2 		$95K Buy
1,220
+15
+1% +$1.25K 0.02% 417
2018
Q1 		$103K Hold
1,205
– – 0.02% 449
2017
Q4 		$98K Hold
1,205
– – 0.02% 498
2017
Q3 		$89K Buy
1,205
+100
+9% +$7.52K 0.02% 524
2017
Q2 		$82K Sell
1,105
-975
-47% -$67.8K 0.01% 533
2017
Q1 		$133K Hold
2,080
– – 0.02% 394
2016
Q4 		$132K Sell
2,080
-844
-29% -$53K 0.03% 326
2016
Q3 		$191K Sell
2,924
-92
-3% -$5.87K 0.05% 267
2016
Q2 		$180K Sell
3,016
-1
-0% -$59 0.05% 262
2016
Q1 		$178K Buy
+3,017
New +$158K 0.06% 203
2015
Q3 		– Sell
-3,139
Closed -$203K – 944
2015
Q2 		$203K Buy
3,139
+168
+6% +$10.6K 0.07% 192
2015
Q1 		$168K Sell
2,971
-143
-5% -$7.81K 0.07% 216
2014
Q4 		$163K Sell
3,114
-418
-12% -$21.8K 0.07% 191
2014
Q3 		$183K Buy
3,532
+13
+0.4% +$692 0.09% 156
2014
Q2 		$205K Buy
+3,519
New +$196K 0.1% 149
2014
Q1 		– Sell
-4,683
Closed -$255K – 159
2013
Q4 		$255K Buy
4,683
+1,008
+27% +$51.9K 0.15% 124
2013
Q3 		$188K Sell
3,675
-978
-21% -$50.7K 0.12% 126
2013
Q2 		$232K Buy
+4,653
New +$230K 0.17% 102

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Architects (New Jersey)'s YUM Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Yum! Brands (YUM) in Q3 2020, closing a stake of 1,140 shares — an estimated $99K sold.

Financial Architects (New Jersey) first reported a position in YUM in Q2 2013 and held it in 26 quarters. The position peaked at $255K in Q4 2013. 972 funds tracked by Wall St. Rank hold YUM as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Yum! Brands position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,140 Yum! Brands shares in Q3 2020, an estimated $99K.
  • Financial Architects (New Jersey) first reported a position in Yum! Brands in Q2 2013 and held it in 26 quarters.
  • Financial Architects (New Jersey)'s Yum! Brands position peaked at $255K in Q4 2013.
  • 972 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.