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Fortem Financial Group’s Yum! Brands YUM Stock Holding History

Fortem Financial Group’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
-4,103
Closed -$570K – 186
2021
Q4 		$570K Buy
+4,103
New +$525K 0.26% 110

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BlackRock
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State Street
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MAM
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SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fortem Financial Group's YUM Position: Q1 2022 in Review

Fortem Financial Group sold out of Yum! Brands (YUM) in Q1 2022, closing a stake of 4,103 shares — an estimated $570K sold.

Fortem Financial Group first reported a position in YUM in Q4 2021 and held it in 1 quarter. The position peaked at $570K in Q4 2021. 1,146 funds tracked by Wall St. Rank hold YUM as of Q1 2022.

  • Fortem Financial Group reported no remaining Yum! Brands position as of Q1 2022 after selling out during the quarter.
  • Fortem Financial Group sold 4,103 Yum! Brands shares in Q1 2022, an estimated $570K.
  • Fortem Financial Group first reported a position in Yum! Brands in Q4 2021 and held it in 1 quarter.
  • Fortem Financial Group's Yum! Brands position peaked at $570K in Q4 2021.
  • 1,146 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2022.

Based on Fortem Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.