OWA
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One Wealth Advisors’s Yum! Brands YUM Stock Holding History

One Wealth Advisors’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
Q4 		– Sell
-2,053
Closed -$233K – 131
2019
Q3 		$233K Sell
2,053
-384
-16% -$43.9K 0.2% 86
2019
Q2 		$270K Sell
2,437
-1,526
-39% -$158K 0.22% 82
2019
Q1 		$396K Sell
3,963
-2,168
-35% -$205K 0.32% 46
2018
Q4 		$564K Sell
6,131
-1,284
-17% -$115K 0.56% 19
2018
Q3 		$674K Sell
7,415
-198
-3% -$16.5K 0.52% 26
2018
Q2 		$595K Buy
+7,613
New +$635K 0.48% 26
2018
Q1 		– Sell
-7,994
Closed -$652K – 599
2017
Q4 		$652K Buy
+7,994
New +$632K 0.53% 22

Other funds holding YUM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return