Liberty Wealth Management’s Yum! Brands YUM Stock Holding History

Liberty Wealth Management’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 Q4	–	Sell	-554	Closed	-$68K	–	1139
2021 Q3	$68K	Buy	554 +20	+4%	+$2.54K	0.02%	366
2021 Q2	$61K	Buy	534 +4	+0.8%	+$472	0.02%	284
2021 Q1	$54K	Hold	530	–	–	0.03%	272
2020 Q4	$54K	Buy	530 +298	+128%	+$30.4K	0.03%	269
2020 Q3	$21K	Buy	232 +1	+0.4%	+$92	0.01%	395
2020 Q2	$20K	Buy	231 +1	+0.4%	+$85	0.01%	382
2020 Q1	$16K	Hold	230	–	–	0.01%	395
2019 Q4	$23K	Sell	230 -157	-41%	-$16.3K	0.02%	396
2019 Q3	$44K	Buy	387 +1	+0.3%	+$114	0.04%	249
2019 Q2	$43K	Buy	386 +290	+302%	+$30.1K	0.04%	273
2019 Q1	$9K	Hold	96	–	–	0.01%	461
2018 Q4	$8K	Buy	+96	New	+$8.58K	0.01%	473

Other funds holding YUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Liberty Wealth Management's YUM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Yum! Brands (YUM) in Q4 2021, closing a stake of 554 shares — an estimated $68K sold.

Liberty Wealth Management first reported a position in YUM in Q4 2018 and held it in 12 quarters. The position peaked at $68K in Q3 2021. 1,169 funds tracked by Wall St. Rank hold YUM as of Q4 2021.

Liberty Wealth Management reported no remaining Yum! Brands position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 554 Yum! Brands shares in Q4 2021, an estimated $68K.
Liberty Wealth Management first reported a position in Yum! Brands in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Yum! Brands position peaked at $68K in Q3 2021.
1,169 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.