HFS
YUM icon

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

HL 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
2019
Q1 		$3.42M Buy
34,315
+2,502
+8% +$237K 0.05% 219
2018
Q4 		$2.92M Sell
31,813
-5,283
-14% -$472K 0.05% 230
2018
Q3 		$3.37M Sell
37,096
-108
-0.3% -$9.01K 0.05% 220
2018
Q2 		$2.91M Buy
37,204
+16,361
+78% +$1.37M 0.05% 229
2018
Q1 		$1.77M Buy
20,843
+983
+5% +$80.6K 0.03% 276
2017
Q4 		$1.62M Buy
19,860
+907
+5% +$71.7K 0.03% 248
2017
Q3 		$1.4M Buy
18,953
+2,243
+13% +$169K 0.03% 296
2017
Q2 		$1.23M Buy
16,710
+5
+0% +$348 0.02% 309
2017
Q1 		$1.07M Sell
16,705
-5,676
-25% -$370K 0.02% 330
2016
Q4 		$1.42M Sell
22,381
-14,227
-39% -$894K 0.03% 275
2016
Q3 		$2.39M Buy
36,608
+2,184
+6% +$139K 0.06% 207
2016
Q2 		$2.05M Sell
34,424
-3,102
-8% -$183K 0.05% 212
2016
Q1 		$2.21M Buy
37,526
+4,447
+13% +$233K 0.05% 191
2015
Q4 		$1.74M Buy
33,079
+7,753
+31% +$405K 0.04% 228
2015
Q3 		$1.46M Buy
25,326
+1,516
+6% +$91.8K 0.04% 227
2015
Q2 		$1.54M Sell
23,810
-267
-1% -$16.9K 0.04% 222
2015
Q1 		$1.36M Buy
24,077
+1,491
+7% +$81.4K 0.04% 237
2014
Q4 		$1.18M Buy
22,586
+45
+0.2% +$2.34K 0.03% 237
2014
Q3 		$1.17M Buy
22,541
+2,716
+14% +$145K 0.03% 236
2014
Q2 		$1.16M Sell
19,825
-64
-0.3% -$3.56K 0.03% 239
2014
Q1 		$1.08M Sell
19,889
-1,799
-8% -$94.8K 0.03% 237
2013
Q4 		$1.18M Sell
21,688
-8,785
-29% -$452K 0.04% 233
2013
Q3 		$1.56M Buy
30,473
+17,680
+138% +$917K 0.05% 196
2013
Q2 		$638K Buy
+12,793
New +$633K 0.02% 281

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

HL Financial Services's YUM Position: Q1 2019 in Review

HL Financial Services increased its Yum! Brands (YUM) stake by 7.9% in Q1 2019, buying an estimated $237K and bringing the position to 34,315 shares worth $3.42M. The position accounts for 0.05% of the portfolio, ranked #219.

HL Financial Services first reported a position in YUM in Q2 2013 and has held it in 24 quarters since. 1,029 funds tracked by Wall St. Rank hold YUM as of Q1 2019.

  • HL Financial Services held 34,315 shares of Yum! Brands worth $3.42M as of Q1 2019.
  • HL Financial Services bought 2,502 Yum! Brands shares in Q1 2019, an estimated $237K.
  • Yum! Brands made up 0.05% of HL Financial Services's portfolio in Q1 2019, its #219 holding.
  • HL Financial Services first reported a position in Yum! Brands in Q2 2013 and has held it in 24 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.