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Phoenix Financial’s Yum! Brands YUM Stock Holding History

Phoenix Financial’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
Q4 		– Sell
-23,770
Closed -$2.03M – 435
2020
Q3 		$2.03M Buy
23,770
+11,585
+95% +$1.07M 0.09% 152
2020
Q2 		$1M Buy
+12,185
New +$1.04M 0.04% 207

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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Phoenix Financial's YUM Position: Q4 2020 in Review

Phoenix Financial sold out of Yum! Brands (YUM) in Q4 2020, closing a stake of 23,770 shares — an estimated $2.03M sold.

Phoenix Financial first reported a position in YUM in Q2 2020 and held it in 2 quarters. The position peaked at $2.03M in Q3 2020. 1,057 funds tracked by Wall St. Rank hold YUM as of Q4 2020.

  • Phoenix Financial reported no remaining Yum! Brands position as of Q4 2020 after selling out during the quarter.
  • Phoenix Financial sold 23,770 Yum! Brands shares in Q4 2020, an estimated $2.03M.
  • Phoenix Financial first reported a position in Yum! Brands in Q2 2020 and held it in 2 quarters.
  • Phoenix Financial's Yum! Brands position peaked at $2.03M in Q3 2020.
  • 1,057 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.