Kiwi Wealth Investments Limited Partnership’s Yum! Brands YUM Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2021 Q2	–	Sell	-4,508	Closed	-$488K	–	285
2021 Q1	$488K	Sell	4,508 -30,263	-87%	-$3.2M	0.03%	207
2020 Q4	$3.77M	Buy	+34,771	New	+$3.55M	0.22%	136
2020 Q2	–	Sell	-43,759	Closed	-$3M	–	238
2020 Q1	$3M	Buy	+43,759	New	+$4.08M	0.3%	90
2019 Q4	–	Sell	-123,366	Closed	-$14M	–	218
2019 Q3	$14M	Buy	123,366 +16,538	+15%	+$1.89M	1.12%	27
2019 Q2	$11.8M	Sell	106,828 -4,289	-4%	-$445K	1.03%	26
2019 Q1	$11.1M	Buy	+111,117	New	+$10.5M	1.01%	26
2018 Q1	–	Sell	-80,903	Closed	-$6.6M	–	195
2017 Q4	$6.6M	Sell	80,903 -4,636	-5%	-$367K	0.72%	44
2017 Q3	$6.3M	Sell	85,539 -25,092	-23%	-$1.89M	0.76%	40
2017 Q2	$8.16M	Buy	+110,631	New	+$7.7M	0.75%	29
2014 Q1	–	Sell	-223,574	Closed	-$12.2M	–	53
2013 Q4	$12.2M	Buy	+223,574	New	+$11.5M	1.54%	35

Other funds holding YUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Kiwi Wealth Investments Limited Partnership's YUM Position: Q2 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Yum! Brands (YUM) in Q2 2021, closing a stake of 4,508 shares — an estimated $488K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in YUM in Q4 2013 and held it in 10 quarters. The position peaked at $14M in Q3 2019. 1,082 funds tracked by Wall St. Rank hold YUM as of Q2 2021.

Kiwi Wealth Investments Limited Partnership reported no remaining Yum! Brands position as of Q2 2021 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 4,508 Yum! Brands shares in Q2 2021, an estimated $488K.
Kiwi Wealth Investments Limited Partnership first reported a position in Yum! Brands in Q4 2013 and held it in 10 quarters.
Kiwi Wealth Investments Limited Partnership's Yum! Brands position peaked at $14M in Q3 2019.
1,082 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2021, filed 17 Aug 2021.