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Longfellow Investment Management’s Yum! Brands YUM Stock Holding History

Longfellow Investment 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
Q2 		– Sell
-5,196
Closed -$563K – 488
2021
Q1 		$563K Sell
5,196
-772
-13% -$81.7K 0.07% 228
2020
Q4 		$648K Buy
+5,968
New +$609K 0.08% 180

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

Longfellow Investment Management's YUM Position: Q2 2021 in Review

Longfellow Investment Management sold out of Yum! Brands (YUM) in Q2 2021, closing a stake of 5,196 shares — an estimated $563K sold.

Longfellow Investment Management first reported a position in YUM in Q4 2020 and held it in 2 quarters. The position peaked at $648K in Q4 2020. 1,081 funds tracked by Wall St. Rank hold YUM as of Q2 2021.

  • Longfellow Investment Management reported no remaining Yum! Brands position as of Q2 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 5,196 Yum! Brands shares in Q2 2021, an estimated $563K.
  • Longfellow Investment Management first reported a position in Yum! Brands in Q4 2020 and held it in 2 quarters.
  • Longfellow Investment Management's Yum! Brands position peaked at $648K in Q4 2020.
  • 1,081 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2021.

Based on Longfellow Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.