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Jamison Private Wealth Management’s Yum! Brands YUM Stock Holding History

Jamison Private 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
2024
Q2 		– Sell
-5
Closed -$694 – 537
2024
Q1 		$694 Buy
+5
New +$668 ﹤0.01% 443

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T. Rowe Price Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jamison Private Wealth Management's YUM Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 5 shares — an estimated $694 sold.

Jamison Private Wealth Management first reported a position in YUM in Q1 2024 and held it in 1 quarter. The position peaked at $694 in Q1 2024. 1,206 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 5 Yum! Brands shares in Q2 2024, an estimated $694.
  • Jamison Private Wealth Management first reported a position in Yum! Brands in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Yum! Brands position peaked at $694 in Q1 2024.
  • 1,206 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.