MPS Loria Financial Planners’s Yum! Brands YUM Stock Holding History

MPS Loria Financial Planners’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	-130	Closed	-$14K	–	576
2021 Q1	$14K	Hold	130	–	–	0.01%	269
2020 Q4	$14K	Buy	130 +22	+20%	+$2.25K	0.01%	272
2020 Q3	$10K	Buy	108 +1	+0.9%	+$92	0.01%	243
2020 Q2	$9K	Buy	+107	New	+$9.14K	﹤0.01%	256
2017 Q3	–	Sell	-102	Closed	-$8K	–	353
2017 Q2	$8K	Buy	+102	New	+$7.1K	0.01%	309

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

MPS Loria Financial Planners's YUM Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Yum! Brands (YUM) in Q2 2021, closing a stake of 130 shares — an estimated $14K sold.

MPS Loria Financial Planners first reported a position in YUM in Q2 2017 and held it in 5 quarters. The position peaked at $14K in Q1 2021. 1,081 funds tracked by Wall St. Rank hold YUM as of Q2 2021.

MPS Loria Financial Planners reported no remaining Yum! Brands position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 130 Yum! Brands shares in Q2 2021, an estimated $14K.
MPS Loria Financial Planners first reported a position in Yum! Brands in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Yum! Brands position peaked at $14K in Q1 2021.
1,081 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.