GIM
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Goelzer Investment Management’s Yum! Brands YUM Stock Holding History

Goelzer 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
2019
Q4 		– Sell
-3,246
Closed -$368K – 259
2019
Q3 		$368K Hold
3,246
– – 0.03% 209
2019
Q2 		$359K Sell
3,246
-1,780
-35% -$185K 0.03% 212
2019
Q1 		$502K Hold
5,026
– – 0.05% 209
2018
Q4 		$462K Hold
5,026
– – 0.06% 164
2018
Q3 		$457K Hold
5,026
– – 0.05% 169
2018
Q2 		$393K Sell
5,026
-300
-6% -$25K 0.05% 176
2018
Q1 		$453K Hold
5,326
– – 0.05% 170
2017
Q4 		$435K Hold
5,326
– – 0.05% 171
2017
Q3 		$392K Hold
5,326
– – 0.05% 169
2017
Q2 		$393K Hold
5,326
– – 0.05% 164
2017
Q1 		$340K Hold
5,326
– – 0.04% 170
2016
Q4 		$337K Sell
5,326
-2,194
-29% -$138K 0.04% 177
2016
Q3 		$491K Hold
7,520
– – 0.07% 165
2016
Q2 		$448K Hold
7,520
– – 0.06% 166
2016
Q1 		$442K Sell
7,520
-50
-0.7% -$2.62K 0.06% 166
2015
Q4 		$398K Sell
7,570
-139
-2% -$7.26K 0.06% 170
2015
Q3 		$443K Sell
7,709
-50
-0.6% -$3.03K 0.07% 162
2015
Q2 		$502K Sell
7,759
-695
-8% -$44K 0.08% 160
2015
Q1 		$478K Buy
8,454
+432
+5% +$23.6K 0.07% 158
2014
Q4 		$420K Hold
8,022
– – 0.06% 161
2014
Q3 		$415K Hold
8,022
– – 0.07% 161
2014
Q2 		$468K Hold
8,022
– – 0.08% 159
2014
Q1 		$435K Sell
8,022
-485
-6% -$25.5K 0.08% 156
2013
Q4 		$462K Hold
8,507
– – 0.08% 153
2013
Q3 		$437K Sell
8,507
-8,655
-50% -$449K 0.09% 152
2013
Q2 		$856K Buy
+17,162
New +$850K 0.09% 151

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goelzer Investment Management's YUM Position: Q4 2019 in Review

Goelzer Investment Management sold out of Yum! Brands (YUM) in Q4 2019, closing a stake of 3,246 shares — an estimated $368K sold.

Goelzer Investment Management first reported a position in YUM in Q2 2013 and held it in 26 quarters. The position peaked at $856K in Q2 2013. 1,059 funds tracked by Wall St. Rank hold YUM as of Q4 2019.

  • Goelzer Investment Management reported no remaining Yum! Brands position as of Q4 2019 after selling out during the quarter.
  • Goelzer Investment Management sold 3,246 Yum! Brands shares in Q4 2019, an estimated $368K.
  • Goelzer Investment Management first reported a position in Yum! Brands in Q2 2013 and held it in 26 quarters.
  • Goelzer Investment Management's Yum! Brands position peaked at $856K in Q2 2013.
  • 1,059 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2019.

Based on Goelzer Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.