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Perpetual Ltd’s Yum! Brands YUM Stock Holding History

Perpetual Ltd’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 		$5.86M Buy
64,189
+6,460
+11% +$596K 0.42% 99
2020
Q2 		$5.02M Sell
57,729
-6,159
-10% -$526K 0.47% 64
2020
Q1 		$4.38M Buy
+63,888
New +$5.96M 0.62% 59
2017
Q3 		– Sell
-75,040
Closed -$5.54M – 242
2017
Q2 		$5.54M Buy
+75,040
New +$5.22M 0.43% 68
2016
Q4 		– Sell
-114,760
Closed -$7.49M – 239
2016
Q3 		$7.49M Sell
114,760
-18,857
-14% -$1.2M 0.61% 42
2016
Q2 		$7.96M Buy
133,617
+7,661
+6% +$451K 0.79% 37
2016
Q1 		$7.41M Buy
125,956
+3,563
+3% +$187K 0.75% 38
2015
Q4 		$6.43M Buy
122,393
+5,851
+5% +$306K 0.72% 42
2015
Q3 		$6.7M Sell
116,542
-54
-0% -$3.27K 0.8% 36
2015
Q2 		$7.55M Hold
116,596
– – 0.87% 26
2015
Q1 		$6.6M Hold
116,596
– – 0.74% 34
2014
Q4 		$6.11M Buy
116,596
+10,166
+10% +$529K 0.72% 45
2014
Q3 		$5.51M Buy
106,430
+22,816
+27% +$1.21M 0.59% 51
2014
Q2 		$4.88M Buy
83,614
+13,072
+19% +$727K 0.43% 61
2014
Q1 		$3.82M Buy
70,542
+42,214
+149% +$2.22M 0.56% 62
2013
Q4 		$1.54M Sell
28,328
-313
-1% -$16.1K 0.2% 102
2013
Q3 		$1.47M Sell
28,641
-1,572
-5% -$81.5K 0.21% 100
2013
Q2 		$1.51M Buy
+30,213
New +$1.5M 0.23% 94

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return