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Heritage Wealth Management (Arizona)’s Yum! Brands YUM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$1.28K Buy
10
+5
+100% +$606 ﹤0.01% 1009
2022
Q3 		$1K Buy
+5
New +$580 ﹤0.01% 995

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s YUM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Yum! Brands (YUM) stake by 100% in Q4 2022, buying an estimated $606 and bringing the position to 10 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Heritage Wealth Management (Arizona) first reported a position in YUM in Q3 2022 and has held it in 2 quarters since. 1,176 funds tracked by Wall St. Rank hold YUM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 10 shares of Yum! Brands worth $1.28K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 5 Yum! Brands shares in Q4 2022, an estimated $606.
  • Yum! Brands made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1009 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Yum! Brands in Q3 2022 and has held it in 2 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.