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	–	596
2017 Q4	$652K	Buy	+7,994	New	+$632K	0.53%	22

Other funds holding YUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

One Wealth Advisors's YUM Position: Q4 2019 in Review

One Wealth Advisors sold out of Yum! Brands (YUM) in Q4 2019, closing a stake of 2,053 shares — an estimated $233K sold.

One Wealth Advisors first reported a position in YUM in Q4 2017 and held it in 7 quarters. The position peaked at $674K in Q3 2018. 1,060 funds tracked by Wall St. Rank hold YUM as of Q4 2019.

One Wealth Advisors reported no remaining Yum! Brands position as of Q4 2019 after selling out during the quarter.
One Wealth Advisors sold 2,053 Yum! Brands shares in Q4 2019, an estimated $233K.
One Wealth Advisors first reported a position in Yum! Brands in Q4 2017 and held it in 7 quarters.
One Wealth Advisors's Yum! Brands position peaked at $674K in Q3 2018.
1,060 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2019.

Based on One Wealth Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.