Partnervest Advisory Services’s Yum! Brands YUM Stock Holding History

Partnervest Advisory Services’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	$769K	Buy	8,423 +1,093	+15%	+$101K	0.24%	80
2020 Q2	$637K	Buy	7,330 +38	+0.5%	+$3.25K	0.24%	82
2020 Q1	$500K	Buy	7,292 +39	+0.5%	+$3.64K	0.22%	82
2019 Q4	$731K	Sell	7,253 -3,511	-33%	-$364K	0.27%	68
2019 Q3	$1.22M	Buy	10,764 +39	+0.4%	+$4.46K	0.44%	46
2019 Q2	$1.19M	Buy	10,725 +41	+0.4%	+$4.26K	0.47%	42
2019 Q1	$1.07M	Buy	10,684 +46	+0.4%	+$4.36K	0.44%	43
2018 Q4	$978K	Buy	10,638 +42	+0.4%	+$3.75K	0.47%	47
2018 Q3	$963K	Buy	10,596 +43	+0.4%	+$3.59K	0.38%	55
2018 Q2	$825K	Buy	10,553 +16	+0.2%	+$1.33K	0.38%	54
2018 Q1	$897K	Buy	10,537 +15	+0.1%	+$1.23K	0.43%	51
2017 Q4	$859K	Buy	10,522 +13	+0.1%	+$1.03K	0.42%	49
2017 Q3	$774K	Buy	10,509 +15	+0.1%	+$1.13K	0.38%	57
2017 Q2	$774K	Buy	10,494 +15	+0.1%	+$1.04K	0.35%	62
2017 Q1	$670K	Buy	10,479 +16	+0.2%	+$1.04K	0.3%	70
2016 Q4	$663K	Sell	10,463 -4,051	-28%	-$254K	0.31%	72
2016 Q3	$948K	Buy	14,514 +25	+0.2%	+$1.6K	0.45%	44
2016 Q2	$864K	Hold	14,489	–	–	0.43%	42
2016 Q1	$853K	Buy	+14,489	New	+$760K	0.45%	40

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

Partnervest Advisory Services's YUM Position: Q3 2020 in Review

Partnervest Advisory Services increased its Yum! Brands (YUM) stake by 15% in Q3 2020, buying an estimated $101K and bringing the position to 8,423 shares worth $769K. The position accounts for 0.24% of the portfolio, ranked #80.

Partnervest Advisory Services first reported a position in YUM in Q1 2016 and has held it in 19 quarters since. The position peaked at $1.22M in Q3 2019. 972 funds tracked by Wall St. Rank hold YUM as of Q3 2020.

Partnervest Advisory Services held 8,423 shares of Yum! Brands worth $769K as of Q3 2020.
Partnervest Advisory Services bought 1,093 Yum! Brands shares in Q3 2020, an estimated $101K.
Yum! Brands made up 0.24% of Partnervest Advisory Services's portfolio in Q3 2020, its #80 holding.
Partnervest Advisory Services first reported a position in Yum! Brands in Q1 2016 and has held it in 19 quarters since.
Partnervest Advisory Services's Yum! Brands position peaked at $1.22M in Q3 2019.
972 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.