Fortis Advisors’s Yum! Brands YUM Stock Holding History

Fortis Advisors’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 Q2	–	Sell	-206	Closed	-$14K	–	335
2020 Q1	$14K	Hold	206	–	–	0.01%	244
2019 Q4	$21K	Hold	206	–	–	0.01%	245
2019 Q3	$23K	Hold	206	–	–	0.01%	245
2019 Q2	$23K	Hold	206	–	–	0.01%	278
2019 Q1	$21K	Hold	206	–	–	0.01%	266
2018 Q4	$19K	Hold	206	–	–	0.01%	262
2018 Q3	$19K	Hold	206	–	–	0.01%	259
2018 Q2	$16K	Hold	206	–	–	0.01%	258
2018 Q1	$18K	Hold	206	–	–	0.01%	224
2017 Q4	$17K	Hold	206	–	–	0.01%	210
2017 Q3	$15K	Buy	+206	New	+$15.5K	0.01%	214

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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Advisors's YUM Position: Q2 2020 in Review

Fortis Advisors sold out of Yum! Brands (YUM) in Q2 2020, closing a stake of 206 shares — an estimated $14K sold.

Fortis Advisors first reported a position in YUM in Q3 2017 and held it in 11 quarters. The position peaked at $23K in Q3 2019. 985 funds tracked by Wall St. Rank hold YUM as of Q2 2020.

Fortis Advisors reported no remaining Yum! Brands position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 206 Yum! Brands shares in Q2 2020, an estimated $14K.
Fortis Advisors first reported a position in Yum! Brands in Q3 2017 and held it in 11 quarters.
Fortis Advisors's Yum! Brands position peaked at $23K in Q3 2019.
985 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.