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Foresters Investment Management’s Yum! Brands YUM Stock Holding History

Foresters 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
2018
Q1 		– Sell
-5,125
Closed -$418K – 580
2017
Q4 		$418K Buy
5,125
+3,071
+150% +$243K 0.01% 411
2017
Q3 		$151K Buy
+2,054
New +$155K ﹤0.01% 507

Other funds holding YUM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Foresters Investment Management's YUM Position: Q1 2018 in Review

Foresters Investment Management sold out of Yum! Brands (YUM) in Q1 2018, closing a stake of 5,125 shares — an estimated $418K sold.

Foresters Investment Management first reported a position in YUM in Q3 2017 and held it in 2 quarters. The position peaked at $418K in Q4 2017. 908 funds tracked by Wall St. Rank hold YUM as of Q1 2018.

  • Foresters Investment Management reported no remaining Yum! Brands position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 5,125 Yum! Brands shares in Q1 2018, an estimated $418K.
  • Foresters Investment Management first reported a position in Yum! Brands in Q3 2017 and held it in 2 quarters.
  • Foresters Investment Management's Yum! Brands position peaked at $418K in Q4 2017.
  • 908 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.