Mid Atlantic Financial Management’s Yum! Brands YUM Stock Holding History

Mid Atlantic Financial 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 Q3	$891K	Sell	7,288 -198	-3%	-$25.1K	0.06%	288
2021 Q2	$861K	Buy	7,486 +114	+2%	+$13.4K	0.06%	290
2021 Q1	$797K	Sell	7,372 -797	-10%	-$84.4K	0.06%	304
2020 Q4	$887K	Sell	8,169 -1,963	-19%	-$200K	0.07%	251
2020 Q3	$1.03M	Buy	10,132 +2,710	+37%	+$250K	0.09%	209
2020 Q2	$645K	Sell	7,422 -52	-0.7%	-$4.44K	0.06%	271
2020 Q1	$512K	Sell	7,474 -2,684	-26%	-$250K	0.06%	295
2019 Q4	$1.02M	Sell	10,158 -71	-0.7%	-$7.35K	0.1%	213
2019 Q3	$1.16M	Sell	10,229 -206	-2%	-$23.5K	0.12%	150
2019 Q2	$1.16M	Sell	10,435 -365	-3%	-$37.9K	0.12%	163
2019 Q1	$1.08M	Sell	10,800 -76	-0.7%	-$7.2K	0.12%	169
2018 Q4	$1M	Buy	+10,876	New	+$972K	0.12%	158

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

MAM

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

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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mid Atlantic Financial Management's YUM Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Yum! Brands (YUM) stake by 2.6% in Q3 2021, selling an estimated $25.1K and leaving 7,288 shares worth $891K. The position accounts for 0.06% of the portfolio, ranked #288.

Mid Atlantic Financial Management first reported a position in YUM in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.16M in Q3 2019. 1,087 funds tracked by Wall St. Rank hold YUM as of Q3 2021.

Mid Atlantic Financial Management held 7,288 shares of Yum! Brands worth $891K as of Q3 2021.
Mid Atlantic Financial Management sold 198 Yum! Brands shares in Q3 2021, an estimated $25.1K.
Yum! Brands made up 0.06% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #288 holding.
Mid Atlantic Financial Management first reported a position in Yum! Brands in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Yum! Brands position peaked at $1.16M in Q3 2019.
1,087 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.