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Realta Investment Advisors’s Yum! Brands YUM Stock Holding History

Realta Investment 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
Q1 		– Sell
-265
Closed -$27K – 1444
2019
Q4 		$27K Buy
265
+46
+21% +$4.76K 0.01% 836
2019
Q3 		$24K Hold
219
– – 0.01% 872
2019
Q2 		$24K Buy
219
+23
+12% +$2.39K 0.01% 878
2019
Q1 		$20K Buy
+196
New +$18.6K 0.01% 764

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

Realta Investment Advisors's YUM Position: Q1 2020 in Review

Realta Investment Advisors sold out of Yum! Brands (YUM) in Q1 2020, closing a stake of 265 shares — an estimated $27K sold.

Realta Investment Advisors first reported a position in YUM in Q1 2019 and held it in 4 quarters. The position peaked at $27K in Q4 2019. 942 funds tracked by Wall St. Rank hold YUM as of Q1 2020.

  • Realta Investment Advisors reported no remaining Yum! Brands position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 265 Yum! Brands shares in Q1 2020, an estimated $27K.
  • Realta Investment Advisors first reported a position in Yum! Brands in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Yum! Brands position peaked at $27K in Q4 2019.
  • 942 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.