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Ladenburg Thalmann Financial Services’s Yum! Brands YUM Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$5.33M Sell
54,929
-623
-1% -$64.5K 0.03% 460
2019
Q3 		$6.3M Buy
55,552
+4,699
+9% +$537K 0.04% 397
2019
Q2 		$5.62M Buy
50,853
+344
+0.7% +$35.7K 0.04% 423
2019
Q1 		$5.03M Buy
50,509
+1,772
+4% +$168K 0.04% 436
2018
Q4 		$4.48M Buy
48,737
+1,171
+2% +$105K 0.04% 400
2018
Q3 		$4.32M Buy
47,566
+8,442
+22% +$704K 0.04% 438
2018
Q2 		$3.33M Hold
39,124
– – 0.03% 493
2018
Q1 		$3.33M Buy
39,124
+1,226
+3% +$100K 0.03% 493
2017
Q4 		$3.09M Buy
37,898
+1,978
+6% +$156K 0.03% 521
2017
Q3 		$2.65M Buy
35,920
+3,750
+12% +$282K 0.03% 506
2017
Q2 		$2.37M Buy
32,170
+2,443
+8% +$170K 0.03% 520
2017
Q1 		$1.9M Sell
29,727
-816
-3% -$53.1K 0.02% 586
2016
Q4 		$1.93M Sell
30,543
-13,403
-30% -$842K 0.03% 533
2016
Q3 		$2.87M Buy
43,946
+705
+2% +$45K 0.04% 384
2016
Q2 		$2.58M Buy
43,241
+3,739
+9% +$220K 0.04% 380
2016
Q1 		$2.32M Buy
39,502
+3,202
+9% +$168K 0.04% 386
2015
Q4 		$1.91M Sell
36,300
-1,837
-5% -$96K 0.04% 435
2015
Q3 		$2.19M Sell
38,137
-4,269
-10% -$258K 0.05% 360
2015
Q2 		$2.75M Buy
42,406
+2,078
+5% +$132K 0.05% 347
2015
Q1 		$2.28M Buy
40,328
+257
+0.6% +$14K 0.04% 386
2014
Q4 		$2.1M Buy
40,071
+5,506
+16% +$287K 0.05% 341
2014
Q3 		$1.79M Sell
34,565
-20,903
-38% -$1.11M 0.05% 314
2014
Q2 		$3.19M Buy
55,468
+1,088
+2% +$60.5K 0.09% 193
2014
Q1 		$2.93M Buy
54,380
+2,169
+4% +$114K 0.09% 182
2013
Q4 		$2.86M Buy
52,211
+2,968
+6% +$153K 0.09% 182
2013
Q3 		$2.51M Sell
49,243
-239
-0.5% -$12.4K 0.09% 186
2013
Q2 		$2.45M Buy
+49,482
New +$2.45M 0.09% 185

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ladenburg Thalmann Financial Services's YUM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Yum! Brands (YUM) stake by 1.1% in Q4 2019, selling an estimated $64.5K and leaving 54,929 shares worth $5.33M. The position accounts for 0.03% of the portfolio, ranked #460.

Ladenburg Thalmann Financial Services first reported a position in YUM in Q2 2013 and has held it in 27 quarters since. The position peaked at $6.3M in Q3 2019. 1,059 funds tracked by Wall St. Rank hold YUM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 54,929 shares of Yum! Brands worth $5.33M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 623 Yum! Brands shares in Q4 2019, an estimated $64.5K.
  • Yum! Brands made up 0.03% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #460 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Yum! Brands in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Yum! Brands position peaked at $6.3M in Q3 2019.
  • 1,059 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.