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Rational Advisors’s Yum! Brands YUM Stock Holding History

Rational Advisors’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
-360
Closed -$33K – 615
2020
Q3 		$33K Buy
360
+181
+101% +$16.7K 0.01% 203
2020
Q2 		$16K Buy
+179
New +$15.3K 0.01% 313
2020
Q1 		– Sell
-4,749
Closed -$479K – 534
2019
Q4 		$479K Buy
4,749
+4,155
+699% +$430K 0.22% 128
2019
Q3 		$67K Buy
594
+334
+128% +$38.2K 0.03% 327
2019
Q2 		$29K Sell
260
-120
-32% -$12.5K 0.01% 396
2019
Q1 		$38K Sell
380
-1
-0.3% -$95 0.01% 341
2018
Q4 		$35K Sell
381
-24,526
-98% -$2.19M 0.01% 315
2018
Q3 		$2.27M Buy
24,907
+24,148
+3,182% +$2.02M 0.54% 49
2018
Q2 		$60K Sell
759
-322
-30% -$26.9K 0.03% 254
2018
Q1 		$92K Buy
+1,081
New +$88.6K 0.04% 256
2016
Q4 		– Sell
-23,925
Closed -$1.56M – 316
2016
Q3 		$1.56M Buy
23,925
+11,267
+89% +$719K 1.03% 27
2016
Q2 		$755K Buy
+12,658
New +$746K 0.52% 46
2015
Q3 		$7K Hold
117
– – ﹤0.01% 373
2015
Q2 		$8K Hold
117
– – ﹤0.01% 376
2015
Q1 		$7K Sell
117
-78
-40% -$4.26K ﹤0.01% 395
2014
Q4 		$10K Buy
+195
New +$10.2K ﹤0.01% 435
2013
Q4 		$16K Sell
292
-20
-6% -$1.03K ﹤0.01% 763
2013
Q3 		$16K Hold
312
– – ﹤0.01% 785
2013
Q2 		$16K Buy
+312
New +$15.4K ﹤0.01% 779

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

Rational Advisors's YUM Position: Q4 2020 in Review

Rational Advisors sold out of Yum! Brands (YUM) in Q4 2020, closing a stake of 360 shares — an estimated $33K sold.

Rational Advisors first reported a position in YUM in Q2 2013 and held it in 19 quarters. The position peaked at $2.27M in Q3 2018. 1,058 funds tracked by Wall St. Rank hold YUM as of Q4 2020.

  • Rational Advisors reported no remaining Yum! Brands position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 360 Yum! Brands shares in Q4 2020, an estimated $33K.
  • Rational Advisors first reported a position in Yum! Brands in Q2 2013 and held it in 19 quarters.
  • Rational Advisors's Yum! Brands position peaked at $2.27M in Q3 2018.
  • 1,058 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.