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Lee Financial’s Yum! Brands YUM Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-38
Closed -$4.97K – 839
2023
Q4 		$4.97K Buy
38
+31
+443% +$3.87K ﹤0.01% 543
2023
Q3 		$875 Hold
7
– – ﹤0.01% 777
2023
Q2 		$970 Hold
7
– – ﹤0.01% 724
2023
Q1 		$925 Sell
7
-3
-30% -$386 ﹤0.01% 739
2022
Q4 		$1.28K Hold
10
– – ﹤0.01% 756
2022
Q3 		$1K Hold
10
– – ﹤0.01% 798
2022
Q2 		$1K Buy
10
+3
+43% +$349 ﹤0.01% 828
2022
Q1 		$1K Hold
7
– – ﹤0.01% 744
2021
Q4 		$1K Hold
7
– – ﹤0.01% 885
2021
Q3 		$1K Hold
7
– – ﹤0.01% 692
2021
Q2 		$1K Sell
7
-150
-96% -$17.7K ﹤0.01% 662
2021
Q1 		$17K Hold
157
– – ﹤0.01% 327
2020
Q4 		$17K Hold
157
– – ﹤0.01% 313
2020
Q3 		$14K Hold
157
– – ﹤0.01% 358
2020
Q2 		$14K Buy
157
+7
+5% +$598 ﹤0.01% 326
2020
Q1 		$10K Sell
150
-7
-4% -$653 ﹤0.01% 305
2019
Q4 		$16K Hold
157
– – ﹤0.01% 283
2019
Q3 		$18K Hold
157
– – ﹤0.01% 265
2019
Q2 		$17K Hold
157
– – ﹤0.01% 281
2019
Q1 		$16K Hold
157
– – ﹤0.01% 280
2018
Q4 		$14K Hold
157
– – ﹤0.01% 251
2018
Q3 		$14K Hold
157
– – ﹤0.01% 289
2018
Q2 		$12K Hold
157
– – ﹤0.01% 449
2018
Q1 		$13K Hold
157
– – ﹤0.01% 428
2017
Q4 		$13K Hold
157
– – ﹤0.01% 294
2017
Q3 		$12K Buy
157
+150
+2,143% +$11.3K ﹤0.01% 310
2017
Q2 		$1K Hold
7
– – ﹤0.01% 489
2017
Q1 		$0 Hold
7
– – ﹤0.01% 433
2016
Q4 		$0 Buy
+7
New +$440 ﹤0.01% 426

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Lee Financial's YUM Position: Q1 2024 in Review

Lee Financial sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 38 shares — an estimated $4.97K sold.

Lee Financial first reported a position in YUM in Q4 2016 and held it in 29 quarters. The position peaked at $18K in Q3 2019. 1,235 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

  • Lee Financial reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 38 Yum! Brands shares in Q1 2024, an estimated $4.97K.
  • Lee Financial first reported a position in Yum! Brands in Q4 2016 and held it in 29 quarters.
  • Lee Financial's Yum! Brands position peaked at $18K in Q3 2019.
  • 1,235 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.