Lenox Wealth Advisors’s Yum! Brands YUM Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$101K	Buy	846 +467	+123%	+$57.5K	0.01%	171
2021 Q4	$53K	Buy	379 +355	+1,479%	+$45.4K	0.01%	253
2021 Q3	$3K	Hold	24	–	–	﹤0.01%	613
2021 Q2	$3K	Buy	24 +1	+4%	+$118	﹤0.01%	624
2021 Q1	$2K	Sell	23 -19	-45%	-$2.01K	﹤0.01%	635
2020 Q4	$5K	Buy	+42	New	+$4.29K	﹤0.01%	516
2020 Q2	–	Sell	-44	Closed	-$3K	–	812
2020 Q1	$3K	Hold	44	–	–	﹤0.01%	543
2019 Q4	$4K	Buy	+44	New	+$4.56K	﹤0.01%	522
2018 Q2	–	Sell	-400	Closed	-$34K	–	656
2018 Q1	$34K	Buy	+400	New	+$32.8K	0.01%	207
2016 Q2	–	Sell	-24	Closed	-$1K	–	267
2016 Q1	$1K	Hold	24	–	–	﹤0.01%	242
2015 Q4	$1K	Hold	24	–	–	﹤0.01%	440
2015 Q3	$1K	Buy	24 +9	+60%	+$545	﹤0.01%	390
2015 Q2	$1K	Sell	15 -820	-98%	-$52K	﹤0.01%	288
2015 Q1	$47K	Hold	835	–	–	0.02%	85
2014 Q4	$44K	Hold	835	–	–	0.02%	93
2014 Q3	$43K	Hold	835	–	–	0.02%	91
2014 Q2	$49K	Hold	835	–	–	0.02%	62
2014 Q1	$46K	Buy	+835	New	+$44K	0.03%	59

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lenox Wealth Advisors's YUM Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Yum! Brands (YUM) stake by 123% in Q1 2022, buying an estimated $57.5K and bringing the position to 846 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #171.

Lenox Wealth Advisors first reported a position in YUM in Q1 2014 and has held it in 18 quarters since. 1,147 funds tracked by Wall St. Rank hold YUM as of Q1 2022.

Lenox Wealth Advisors held 846 shares of Yum! Brands worth $101K as of Q1 2022.
Lenox Wealth Advisors bought 467 Yum! Brands shares in Q1 2022, an estimated $57.5K.
Yum! Brands made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #171 holding.
Lenox Wealth Advisors first reported a position in Yum! Brands in Q1 2014 and has held it in 18 quarters since.
1,147 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.