IP
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Interval Partners’s Yum! Brands YUM Stock Holding History

Interval Partners’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
2023
Q3 		– Sell
-227,436
Closed -$31.5M – 447
2023
Q2 		$31.5M Buy
227,436
+65,945
+41% +$8.94M 1.58% 18
2023
Q1 		$21.3M Buy
+161,491
New +$20.8M 1.2% 27
2018
Q2 		– Hold
0
– – – 293
2018
Q1 		– Hold
0
– – – 305
2017
Q2 		– Sell
-200,000
Closed -$12.8M – 284
2017
Q1 		$12.8M Buy
+200,000
New +$13M 0.85% 47
2015
Q4 		– Sell
-250,447
Closed -$14.4M – 220
2015
Q3 		$14.4M Sell
250,447
-305,953
-55% -$18.5M 2.2% 19
2015
Q2 		$36M Buy
556,400
+139,100
+33% +$8.81M 4.69% 3
2015
Q1 		$23.6M Buy
+417,300
New +$22.8M 4.32% 5
2014
Q3 		– Sell
-73,289
Closed -$4.28M – 210
2014
Q2 		$4.28M Sell
73,289
-169,859
-70% -$9.45M 1.47% 30
2014
Q1 		$12.9M Buy
+243,148
New +$12.8M 4.73% 6

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JP Morgan Chase
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State Street
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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