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Harvest Investment Services’s Yum! Brands YUM Stock Holding History

Harvest Investment Services’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
Q1 		– Sell
-2,900
Closed -$292K – 175
2019
Q4 		$292K Sell
2,900
-6
-0.2% -$621 0.16% 109
2019
Q3 		$328K Buy
2,906
+232
+9% +$26.5K 0.16% 101
2019
Q2 		$292K Buy
2,674
+12
+0.5% +$1.25K 0.17% 112
2019
Q1 		$267K Buy
2,662
+58
+2% +$5.49K 0.16% 124
2018
Q4 		$241K Buy
+2,604
New +$233K 0.22% 99

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Harvest Investment Services's YUM Position: Q1 2020 in Review

Harvest Investment Services sold out of Yum! Brands (YUM) in Q1 2020, closing a stake of 2,900 shares — an estimated $292K sold.

Harvest Investment Services first reported a position in YUM in Q4 2018 and held it in 5 quarters. The position peaked at $328K in Q3 2019. 942 funds tracked by Wall St. Rank hold YUM as of Q1 2020.

  • Harvest Investment Services reported no remaining Yum! Brands position as of Q1 2020 after selling out during the quarter.
  • Harvest Investment Services sold 2,900 Yum! Brands shares in Q1 2020, an estimated $292K.
  • Harvest Investment Services first reported a position in Yum! Brands in Q4 2018 and held it in 5 quarters.
  • Harvest Investment Services's Yum! Brands position peaked at $328K in Q3 2019.
  • 942 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2020.

Based on Harvest Investment Services's 13F filing for Q1 2020, filed 21 Apr 2020.