HFS
YUM icon

HBC Financial Services’s Yum! Brands YUM Stock Holding History

HBC Financial 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
Q4 		– Sell
-80
Closed -$8K – 195
2020
Q3 		$8K Hold
80
– – 0.01% 133
2020
Q2 		$7K Hold
80
– – 0.01% 127
2020
Q1 		$5K Hold
80
– – 0.01% 133
2019
Q4 		$8K Buy
+80
New +$8.29K 0.01% 143

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

HBC Financial Services's YUM Position: Q4 2020 in Review

HBC Financial Services sold out of Yum! Brands (YUM) in Q4 2020, closing a stake of 80 shares — an estimated $8K sold.

HBC Financial Services first reported a position in YUM in Q4 2019 and held it in 4 quarters. The position peaked at $8K in Q3 2020. 1,059 funds tracked by Wall St. Rank hold YUM as of Q4 2020.

  • HBC Financial Services reported no remaining Yum! Brands position as of Q4 2020 after selling out during the quarter.
  • HBC Financial Services sold 80 Yum! Brands shares in Q4 2020, an estimated $8K.
  • HBC Financial Services first reported a position in Yum! Brands in Q4 2019 and held it in 4 quarters.
  • HBC Financial Services's Yum! Brands position peaked at $8K in Q3 2020.
  • 1,059 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2020.

Based on HBC Financial Services's 13F filing for Q4 2020, filed 8 Feb 2021.