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Global Wealth Management Investment Advisory’s Yum! Brands YUM Stock Holding History

Global Wealth Management Investment Advisory’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
-170
Closed -$15K – 649
2020
Q2 		$15K Sell
170
-160
-48% -$13.7K 0.01% 305
2020
Q1 		$23K Hold
330
– – 0.01% 243
2019
Q4 		$33K Sell
330
-11
-3% -$1.14K 0.01% 216
2019
Q3 		$39K Sell
341
-180
-35% -$20.6K 0.02% 188
2019
Q2 		$58K Buy
521
+510
+4,636% +$53K 0.03% 161
2019
Q1 		$1K Hold
11
– – ﹤0.01% 659
2018
Q4 		$1K Buy
+11
New +$983 ﹤0.01% 682

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Wealth Management Investment Advisory's YUM Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Yum! Brands (YUM) in Q3 2020, closing a stake of 170 shares — an estimated $15K sold.

Global Wealth Management Investment Advisory first reported a position in YUM in Q4 2018 and held it in 7 quarters. The position peaked at $58K in Q2 2019. 973 funds tracked by Wall St. Rank hold YUM as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Yum! Brands position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 170 Yum! Brands shares in Q3 2020, an estimated $15K.
  • Global Wealth Management Investment Advisory first reported a position in Yum! Brands in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Yum! Brands position peaked at $58K in Q2 2019.
  • 973 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.