Gideon Capital Advisors’s Yum! Brands YUM Stock Holding History

Gideon Capital 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
2019 Q3	–	Sell	-4,656	Closed	-$515K	–	418
2019 Q2	$515K	Sell	4,656 -1,004	-18%	-$104K	0.18%	174
2019 Q1	$565K	Buy	+5,660	New	+$536K	0.2%	146
2018 Q3	–	Sell	-5,512	Closed	-$431K	–	513
2018 Q2	$431K	Buy	+5,512	New	+$460K	0.22%	175
2017 Q2	–	Sell	-5,012	Closed	-$320K	–	423
2017 Q1	$320K	Buy	+5,012	New	+$326K	0.19%	229
2015 Q3	–	Sell	-32,665	Closed	-$2.12M	–	341
2015 Q2	$2.12M	Buy	+32,665	New	+$2.07M	0.87%	24
2015 Q1	–	Sell	-6,520	Closed	-$341K	–	316
2014 Q4	$341K	Buy	6,520 +1,649	+34%	+$85.9K	0.16%	155
2014 Q3	$252K	Buy	+4,871	New	+$259K	0.1%	225

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SGA

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

Gideon Capital Advisors's YUM Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Yum! Brands (YUM) in Q3 2019, closing a stake of 4,656 shares — an estimated $515K sold.

Gideon Capital Advisors first reported a position in YUM in Q3 2014 and held it in 7 quarters. The position peaked at $2.12M in Q2 2015. 1,040 funds tracked by Wall St. Rank hold YUM as of Q3 2019.

Gideon Capital Advisors reported no remaining Yum! Brands position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 4,656 Yum! Brands shares in Q3 2019, an estimated $515K.
Gideon Capital Advisors first reported a position in Yum! Brands in Q3 2014 and held it in 7 quarters.
Gideon Capital Advisors's Yum! Brands position peaked at $2.12M in Q2 2015.
1,040 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.