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Jeppson Wealth Management’s Yum! Brands YUM Stock Holding History

Jeppson 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
Q4 		– Sell
-372
Closed -$34K – 475
2020
Q3 		$34K Buy
+372
New +$34.3K 0.03% 264

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Jeppson Wealth Management's YUM Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Yum! Brands (YUM) in Q4 2020, closing a stake of 372 shares — an estimated $34K sold.

Jeppson Wealth Management first reported a position in YUM in Q3 2020 and held it in 1 quarter. The position peaked at $34K in Q3 2020. 1,057 funds tracked by Wall St. Rank hold YUM as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Yum! Brands position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 372 Yum! Brands shares in Q4 2020, an estimated $34K.
  • Jeppson Wealth Management first reported a position in Yum! Brands in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Yum! Brands position peaked at $34K in Q3 2020.
  • 1,057 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.