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Personal Wealth Partners’s Yum! Brands YUM Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-3
Closed – – 646
2019
Q4 		$0 Hold
3
– – ﹤0.01% 702
2019
Q3 		$0 Buy
+3
New +$343 ﹤0.01% 709

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Personal Wealth Partners's YUM Position: Q1 2020 in Review

Personal Wealth Partners sold out of Yum! Brands (YUM) in Q1 2020, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in YUM in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 942 funds tracked by Wall St. Rank hold YUM as of Q1 2020.

  • Personal Wealth Partners reported no remaining Yum! Brands position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 3 Yum! Brands shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Yum! Brands in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Yum! Brands position peaked at $0 in Q4 2019.
  • 942 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.