Oak Ridge Investments’s Yum! Brands YUM Stock Holding History

Oak Ridge Investments’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
2020 Q3	–	Sell	-7,866	Closed	-$684K	–	189
2020 Q2	$684K	Sell	7,866 -358	-4%	-$30.6K	0.06%	150
2020 Q1	$564K	Sell	8,224 -72,895	-90%	-$6.8M	0.06%	148
2019 Q4	$8.17M	Sell	81,119 -4,895	-6%	-$507K	0.6%	68
2019 Q3	$9.76M	Sell	86,014 -3,264	-4%	-$373K	0.73%	60
2019 Q2	$9.88M	Sell	89,278 -22,559	-20%	-$2.34M	0.68%	63
2019 Q1	$11.2M	Sell	111,837 -2,488	-2%	-$236K	0.71%	56
2018 Q4	$10.5M	Sell	114,325 -1,879	-2%	-$168K	0.76%	48
2018 Q3	$10.6M	Sell	116,204 -6,140	-5%	-$512K	0.58%	71
2018 Q2	$9.57M	Sell	122,344 -3,229	-3%	-$269K	0.54%	80
2018 Q1	$10.7M	Sell	125,573 -13,262	-10%	-$1.09M	0.59%	67
2017 Q4	$11.3M	Sell	138,835 -9,248	-6%	-$732K	0.54%	71
2017 Q3	$10.9M	Buy	+148,083	New	+$11.1M	0.44%	87

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MAM

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 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

Oak Ridge Investments's YUM Position: Q3 2020 in Review

Oak Ridge Investments sold out of Yum! Brands (YUM) in Q3 2020, closing a stake of 7,866 shares — an estimated $684K sold.

Oak Ridge Investments first reported a position in YUM in Q3 2017 and held it in 12 quarters. The position peaked at $11.3M in Q4 2017. 972 funds tracked by Wall St. Rank hold YUM as of Q3 2020.

Oak Ridge Investments reported no remaining Yum! Brands position as of Q3 2020 after selling out during the quarter.
Oak Ridge Investments sold 7,866 Yum! Brands shares in Q3 2020, an estimated $684K.
Oak Ridge Investments first reported a position in Yum! Brands in Q3 2017 and held it in 12 quarters.
Oak Ridge Investments's Yum! Brands position peaked at $11.3M in Q4 2017.
972 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2020.

Based on Oak Ridge Investments's 13F filing for Q3 2020, filed 12 Nov 2020.