Ipswich Investment Management’s Yum! Brands YUM Stock Holding History

Ipswich Investment 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
2019 Q1	–	Sell	-500	Closed	-$46K	–	399
2018 Q4	$46K	Buy	+500	New	+$44.7K	0.02%	278
2016 Q2	–	Sell	-825	Closed	-$48K	–	329
2016 Q1	$48K	Buy	+825	New	+$43.3K	0.02%	231
2015 Q4	–	Sell	-4,448	Closed	-$256K	–	145
2015 Q3	$256K	Buy	4,448 +278	+7%	+$16.8K	0.12%	119
2015 Q2	$270K	Hold	4,170	–	–	0.12%	110
2015 Q1	$236K	Hold	4,170	–	–	0.1%	120
2014 Q4	$218K	Sell	4,170 -418	-9%	-$21.8K	0.09%	122
2014 Q3	$237K	Hold	4,588	–	–	0.1%	112
2014 Q2	$268K	Hold	4,588	–	–	0.1%	117
2014 Q1	$249K	Buy	4,588 +279	+6%	+$14.7K	0.11%	105
2013 Q4	$234K	Buy	+4,309	New	+$222K	0.1%	125

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ipswich Investment Management's YUM Position: Q1 2019 in Review

Ipswich Investment Management sold out of Yum! Brands (YUM) in Q1 2019, closing a stake of 500 shares — an estimated $46K sold.

Ipswich Investment Management first reported a position in YUM in Q4 2013 and held it in 10 quarters. The position peaked at $270K in Q2 2015. 1,029 funds tracked by Wall St. Rank hold YUM as of Q1 2019.

Ipswich Investment Management reported no remaining Yum! Brands position as of Q1 2019 after selling out during the quarter.
Ipswich Investment Management sold 500 Yum! Brands shares in Q1 2019, an estimated $46K.
Ipswich Investment Management first reported a position in Yum! Brands in Q4 2013 and held it in 10 quarters.
Ipswich Investment Management's Yum! Brands position peaked at $270K in Q2 2015.
1,029 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.