New England Professional Planning Group’s Yum! Brands YUM Stock Holding History

New England Professional Planning Group’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	–	Sell	-1,496	Closed	-$200K	–	54
2021 Q2	$200K	Buy	+1,496	New	+$176K	0.12%	50
2020 Q3	–	Sell	-4,915	Closed	-$449K	–	46
2020 Q2	$449K	Hold	4,915	–	–	0.35%	20
2020 Q1	$408K	Sell	4,915 -281	-5%	-$26.2K	0.38%	20
2019 Q4	$524K	Buy	+5,196	New	+$538K	0.42%	21
2016 Q1	–	Sell	-4,407	Closed	-$232K	–	49
2015 Q4	$232K	Hold	4,407	–	–	0.26%	38
2015 Q3	$218K	Sell	4,407 -46	-1%	-$2.78K	0.25%	39
2015 Q2	$288K	Hold	4,453	–	–	0.38%	28
2015 Q1	$291K	Hold	4,453	–	–	0.39%	28
2014 Q4	$238K	Buy	+4,453	New	+$232K	0.35%	35

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

New England Professional Planning Group's YUM Position: Q3 2021 in Review

New England Professional Planning Group sold out of Yum! Brands (YUM) in Q3 2021, closing a stake of 1,496 shares — an estimated $200K sold.

New England Professional Planning Group first reported a position in YUM in Q4 2014 and held it in 9 quarters. The position peaked at $524K in Q4 2019. 1,088 funds tracked by Wall St. Rank hold YUM as of Q3 2021.

New England Professional Planning Group reported no remaining Yum! Brands position as of Q3 2021 after selling out during the quarter.
New England Professional Planning Group sold 1,496 Yum! Brands shares in Q3 2021, an estimated $200K.
New England Professional Planning Group first reported a position in Yum! Brands in Q4 2014 and held it in 9 quarters.
New England Professional Planning Group's Yum! Brands position peaked at $524K in Q4 2019.
1,088 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2021.

Based on New England Professional Planning Group's 13F filing for Q3 2021, filed 5 Nov 2021.