NAM
Needelman Asset Management’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,345
| Closed | -$926K | – | 36 |
|
|
2017
Q4 | $926K | Sell |
11,345
-50
| -0.4% | -$4.08K | 2.31% | 26 |
|
|
2017
Q3 | $839K | Sell |
11,395
-75
| -0.7% | -$5.52K | 2.06% | 31 |
|
|
2017
Q2 | $846K | Buy |
11,470
+70
| +0.6% | +$5.16K | 2.18% | 29 |
|
|
2017
Q1 | $728K | Hold |
11,400
| – | – | 1.95% | 33 |
|
|
2016
Q4 | $722K | Hold |
11,400
| – | – | 2% | 32 |
|
|
2016
Q3 | $1.04M | Sell |
11,400
-810
| -7% | -$73.5K | 3.11% | 13 |
|
|
2016
Q2 | $1.01M | Hold |
12,210
| – | – | 2.89% | 15 |
|
|
2016
Q1 | $999K | Sell |
12,210
-50
| -0.4% | -$4.09K | 2.92% | 15 |
|
|
2015
Q4 | $896K | Sell |
12,260
-60
| -0.5% | -$4.39K | 2.72% | 18 |
|
|
2015
Q3 | $985K | Hold |
12,320
| – | – | 3.24% | 13 |
|
|
2015
Q2 | $1.11M | Sell |
12,320
-550
| -4% | -$49.6K | 3.51% | 7 |
|
|
2015
Q1 | $1.01M | Hold |
12,870
| – | – | 3.07% | 14 |
|
|
2014
Q4 | $938K | Buy |
12,870
+600
| +5% | +$43.7K | 2.87% | 17 |
|
|
2014
Q3 | $883K | Hold |
12,270
| – | – | 2.83% | 16 |
|
|
2014
Q2 | $996K | Hold |
12,270
| – | – | 3.15% | 11 |
|
|
2014
Q1 | $925K | Sell |
12,270
-250
| -2% | -$18.8K | 3.01% | 16 |
|
|
2013
Q4 | $947K | Hold |
12,520
| – | – | 3.12% | 14 |
|
|
2013
Q3 | $894K | Sell |
12,520
-25
| -0.2% | -$1.79K | 3.2% | 11 |
|
|
2013
Q2 | $870K | Buy |
+12,545
| New | +$870K | 3.18% | 9 |
|