Omnia Family Wealth’s Yum! Brands YUM Stock Holding History

Omnia Family Wealth’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
2019 Q2	–	Sell	-23	Closed	-$2K	–	541
2019 Q1	$2K	Hold	23	–	–	﹤0.01%	505
2018 Q4	$2K	Hold	23	–	–	﹤0.01%	459
2018 Q3	$2K	Hold	23	–	–	﹤0.01%	501
2018 Q2	$2K	Hold	23	–	–	﹤0.01%	481
2018 Q1	$2K	Hold	23	–	–	﹤0.01%	496
2017 Q4	$2K	Hold	23	–	–	﹤0.01%	514
2017 Q3	$2K	Sell	23 -48	-68%	-$3.61K	﹤0.01%	518
2017 Q2	$5K	Sell	71 -99	-58%	-$6.89K	﹤0.01%	424
2017 Q1	$11K	Hold	170	–	–	0.01%	272
2016 Q4	$11K	Buy	+170	New	+$10.7K	0.01%	282

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Omnia Family Wealth's YUM Position: Q2 2019 in Review

Omnia Family Wealth sold out of Yum! Brands (YUM) in Q2 2019, closing a stake of 23 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in YUM in Q4 2016 and held it in 10 quarters. The position peaked at $11K in Q1 2017. 1,023 funds tracked by Wall St. Rank hold YUM as of Q2 2019.

Omnia Family Wealth reported no remaining Yum! Brands position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 23 Yum! Brands shares in Q2 2019, an estimated $2K.
Omnia Family Wealth first reported a position in Yum! Brands in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Yum! Brands position peaked at $11K in Q1 2017.
1,023 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.