Kore Private Wealth’s Yum! Brands YUM Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-253	Closed	-$21K	–	1111
2020 Q2	$21K	Buy	253 +8	+3%	+$683	﹤0.01%	642
2020 Q1	$17K	Buy	+245	New	+$22.9K	﹤0.01%	615
2019 Q2	–	Sell	-491	Closed	-$49K	–	802
2019 Q1	$49K	Buy	+491	New	+$46.5K	0.01%	385

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Kore Private Wealth's YUM Position: Q3 2020 in Review

Kore Private Wealth sold out of Yum! Brands (YUM) in Q3 2020, closing a stake of 253 shares — an estimated $21K sold.

Kore Private Wealth first reported a position in YUM in Q1 2019 and held it in 3 quarters. The position peaked at $49K in Q1 2019. 972 funds tracked by Wall St. Rank hold YUM as of Q3 2020.

Kore Private Wealth reported no remaining Yum! Brands position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 253 Yum! Brands shares in Q3 2020, an estimated $21K.
Kore Private Wealth first reported a position in Yum! Brands in Q1 2019 and held it in 3 quarters.
Kore Private Wealth's Yum! Brands position peaked at $49K in Q1 2019.
972 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.