Harvey Investment Company’s Yum! Brands YUM Stock Holding History

Harvey Investment Company’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	-2,156	Closed	-$217K	–	89
2019 Q4	$217K	Hold	2,156	–	–	0.03%	85
2019 Q3	$245K	Hold	2,156	–	–	0.04%	83
2019 Q2	$239K	Hold	2,156	–	–	0.04%	80
2019 Q1	$215K	Buy	+2,156	New	+$204K	0.04%	82
2016 Q4	–	Sell	-3,222	Closed	-$210K	–	83
2016 Q3	$210K	Buy	+3,222	New	+$206K	0.04%	80
2015 Q3	–	Sell	-3,222	Closed	-$209K	–	83
2015 Q2	$209K	Buy	+3,222	New	+$204K	0.05%	82
2015 Q1	–	Sell	-3,820	Closed	-$200K	–	88
2014 Q4	$200K	Sell	3,820 -1,794	-32%	-$93.4K	0.05%	87
2014 Q3	$291K	Sell	5,614 -406	-7%	-$21.6K	0.07%	76
2014 Q2	$351K	Sell	6,020 -696	-10%	-$38.7K	0.09%	74
2014 Q1	$364K	Buy	6,716 +1,669	+33%	+$87.9K	0.09%	73
2013 Q4	$274K	Hold	5,047	–	–	0.07%	77
2013 Q3	$259K	Buy	5,047 +17	+0.3%	+$882	0.07%	80
2013 Q2	$251K	Buy	+5,030	New	+$249K	0.08%	81

Other funds holding YUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Harvey Investment Company's YUM Position: Q1 2020 in Review

Harvey Investment Company sold out of Yum! Brands (YUM) in Q1 2020, closing a stake of 2,156 shares — an estimated $217K sold.

Harvey Investment Company first reported a position in YUM in Q2 2013 and held it in 13 quarters. The position peaked at $364K in Q1 2014. 943 funds tracked by Wall St. Rank hold YUM as of Q1 2020.

Harvey Investment Company reported no remaining Yum! Brands position as of Q1 2020 after selling out during the quarter.
Harvey Investment Company sold 2,156 Yum! Brands shares in Q1 2020, an estimated $217K.
Harvey Investment Company first reported a position in Yum! Brands in Q2 2013 and held it in 13 quarters.
Harvey Investment Company's Yum! Brands position peaked at $364K in Q1 2014.
943 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2020.

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