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Lederer & Associates Investment Counsel’s Yum! Brands YUM Stock Holding History

Lederer & Associates Investment Counsel’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
-405
Closed -$43.8K – 149
2021
Q1 		$43.8K Buy
+405
New +$42.9K 0.03% 108

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lederer & Associates Investment Counsel's YUM Position: Q2 2021 in Review

Lederer & Associates Investment Counsel sold out of Yum! Brands (YUM) in Q2 2021, closing a stake of 405 shares — an estimated $43.8K sold.

Lederer & Associates Investment Counsel first reported a position in YUM in Q1 2021 and held it in 1 quarter. The position peaked at $43.8K in Q1 2021. 1,082 funds tracked by Wall St. Rank hold YUM as of Q2 2021.

  • Lederer & Associates Investment Counsel reported no remaining Yum! Brands position as of Q2 2021 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 405 Yum! Brands shares in Q2 2021, an estimated $43.8K.
  • Lederer & Associates Investment Counsel first reported a position in Yum! Brands in Q1 2021 and held it in 1 quarter.
  • Lederer & Associates Investment Counsel's Yum! Brands position peaked at $43.8K in Q1 2021.
  • 1,082 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2021.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2021, filed 23 Jul 2021.