Goodwin Investment Advisory’s Yum! Brands YUM Stock Holding History

Goodwin 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
2023 Q1	–	Sell	-364	Closed	-$46.6K	–	217
2022 Q4	$46.6K	Hold	364	–	–	0.03%	91
2022 Q3	$39K	Buy	364 +156	+75%	+$18.1K	0.03%	98
2022 Q2	$23.6K	Sell	208 -151	-42%	-$17.6K	0.02%	95
2022 Q1	$43K	Buy	359 +151	+73%	+$18.6K	0.03%	91
2021 Q4	$29K	Hold	208	–	–	0.02%	101
2021 Q3	$25K	Hold	208	–	–	0.02%	95
2021 Q2	$24K	Hold	208	–	–	0.03%	93
2021 Q1	$23K	Hold	208	–	–	0.03%	104
2020 Q4	$23K	Buy	+208	New	+$21.2K	0.03%	58

Other funds holding YUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SGA

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

Goodwin Investment Advisory's YUM Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Yum! Brands (YUM) in Q1 2023, closing a stake of 364 shares — an estimated $46.6K sold.

Goodwin Investment Advisory first reported a position in YUM in Q4 2020 and held it in 9 quarters. The position peaked at $46.6K in Q4 2022. 1,178 funds tracked by Wall St. Rank hold YUM as of Q1 2023.

Goodwin Investment Advisory reported no remaining Yum! Brands position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 364 Yum! Brands shares in Q1 2023, an estimated $46.6K.
Goodwin Investment Advisory first reported a position in Yum! Brands in Q4 2020 and held it in 9 quarters.
Goodwin Investment Advisory's Yum! Brands position peaked at $46.6K in Q4 2022.
1,178 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.