HWM
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Howard Wealth Management’s Yum! Brands YUM Stock Holding History

Howard Wealth Management’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
-160
Closed -$16K – 516
2019
Q4 		$16K Buy
+160
New +$16.6K 0.01% 297

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Howard Wealth Management's YUM Position: Q1 2020 in Review

Howard Wealth Management sold out of Yum! Brands (YUM) in Q1 2020, closing a stake of 160 shares — an estimated $16K sold.

Howard Wealth Management first reported a position in YUM in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 943 funds tracked by Wall St. Rank hold YUM as of Q1 2020.

  • Howard Wealth Management reported no remaining Yum! Brands position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 160 Yum! Brands shares in Q1 2020, an estimated $16K.
  • Howard Wealth Management first reported a position in Yum! Brands in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Yum! Brands position peaked at $16K in Q4 2019.
  • 943 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.