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

Heritage 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
2022
Q3 		– Sell
-175
Closed -$19K – 520
2022
Q2 		$19K Buy
+175
New +$20.3K 0.01% 253

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Heritage Financial Services's YUM Position: Q3 2022 in Review

Heritage Financial Services sold out of Yum! Brands (YUM) in Q3 2022, closing a stake of 175 shares — an estimated $19K sold.

Heritage Financial Services first reported a position in YUM in Q2 2022 and held it in 1 quarter. The position peaked at $19K in Q2 2022. 1,073 funds tracked by Wall St. Rank hold YUM as of Q3 2022.

  • Heritage Financial Services reported no remaining Yum! Brands position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 175 Yum! Brands shares in Q3 2022, an estimated $19K.
  • Heritage Financial Services first reported a position in Yum! Brands in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Yum! Brands position peaked at $19K in Q2 2022.
  • 1,073 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.