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

Jupiter 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
2020 Q1	–	Sell	-48,954	Closed	-$4.93M	–	508
2019 Q4	$4.93M	Buy	48,954 +42,533	+662%	+$4.41M	0.07%	229
2019 Q3	$728K	Buy	+6,421	New	+$734K	0.01%	372
2018 Q3	–	Sell	-1,265,870	Closed	-$99M	–	464
2018 Q2	$99M	Buy	+1,265,870	New	+$106M	0.71%	50
2017 Q4	–	Sell	-12,000	Closed	-$883K	–	443
2017 Q3	$883K	Buy	+12,000	New	+$903K	0.01%	237
2015 Q1	–	Sell	-41,452	Closed	-$2.17M	–	433
2014 Q4	$2.17M	Buy	+41,452	New	+$2.16M	0.08%	168
2013 Q4	–	Sell	-28,376	Closed	-$1.46M	–	424
2013 Q3	$1.46M	Buy	+28,376	New	+$1.47M	0.14%	187

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 San Antonio, Texas $156B AUM 27.51% 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

Jupiter Investment Management's YUM Position: Q1 2020 in Review

Jupiter Investment Management sold out of Yum! Brands (YUM) in Q1 2020, closing a stake of 48,954 shares — an estimated $4.93M sold.

Jupiter Investment Management first reported a position in YUM in Q3 2013 and held it in 6 quarters. The position peaked at $99M in Q2 2018. 942 funds tracked by Wall St. Rank hold YUM as of Q1 2020.

Jupiter Investment Management reported no remaining Yum! Brands position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 48,954 Yum! Brands shares in Q1 2020, an estimated $4.93M.
Jupiter Investment Management first reported a position in Yum! Brands in Q3 2013 and held it in 6 quarters.
Jupiter Investment Management's Yum! Brands position peaked at $99M in Q2 2018.
942 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.