Private Vista’s Yum! Brands YUM Stock Holding History

Private Vista’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 Q2	$420K	Sell	4,830 -2	-0%	-$171	0.2%	71
2020 Q1	$330K	Buy	4,832 +2	+0%	+$187	0.12%	94
2019 Q4	$487K	Hold	4,830	–	–	0.13%	77
2019 Q3	$547K	Buy	4,830 +2,160	+81%	+$247K	0.15%	74
2019 Q2	$295K	Buy	+2,670	New	+$277K	0.07%	115

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Vista's YUM Position: Q2 2020 in Review

Private Vista reduced its Yum! Brands (YUM) stake by 0.04% in Q2 2020, selling an estimated $171 and leaving 4,830 shares worth $420K. The position accounts for 0.2% of the portfolio, ranked #71.

Private Vista first reported a position in YUM in Q2 2019 and has held it in 5 quarters since. The position peaked at $547K in Q3 2019. 985 funds tracked by Wall St. Rank hold YUM as of Q2 2020.

Private Vista held 4,830 shares of Yum! Brands worth $420K as of Q2 2020.
Private Vista sold 2 Yum! Brands shares in Q2 2020, an estimated $171.
Yum! Brands made up 0.2% of Private Vista's portfolio in Q2 2020, its #71 holding.
Private Vista first reported a position in Yum! Brands in Q2 2019 and has held it in 5 quarters since.
Private Vista's Yum! Brands position peaked at $547K in Q3 2019.
985 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.