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Newfound Research’s Yum! Brands YUM Stock Holding History

Newfound Research’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
2022
Q3 		$79K Sell
745
-156
-17% -$18.1K 0.19% 53
2022
Q2 		$102K Sell
901
-302
-25% -$35.1K 0.22% 30
2022
Q1 		$143K Buy
1,203
+450
+60% +$55.5K 0.19% 47
2021
Q4 		$105K Buy
+753
New +$96.3K 0.13% 88

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Newfound Research's YUM Position: Q3 2022 in Review

Newfound Research reduced its Yum! Brands (YUM) stake by 17% in Q3 2022, selling an estimated $18.1K and leaving 745 shares worth $79K. The position accounts for 0.19% of the portfolio, ranked #53.

Newfound Research first reported a position in YUM in Q4 2021 and has held it in 4 quarters since. The position peaked at $143K in Q1 2022. 1,073 funds tracked by Wall St. Rank hold YUM as of Q3 2022.

  • Newfound Research held 745 shares of Yum! Brands worth $79K as of Q3 2022.
  • Newfound Research sold 156 Yum! Brands shares in Q3 2022, an estimated $18.1K.
  • Yum! Brands made up 0.19% of Newfound Research's portfolio in Q3 2022, its #53 holding.
  • Newfound Research first reported a position in Yum! Brands in Q4 2021 and has held it in 4 quarters since.
  • Newfound Research's Yum! Brands position peaked at $143K in Q1 2022.
  • 1,073 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.