Richard Bernstein Advisors’s Yum! Brands YUM Stock Holding History

Richard Bernstein 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
2021 Q1	–	Sell	-7,194	Closed	-$781K	–	330
2020 Q4	$781K	Hold	7,194	–	–	0.02%	250
2020 Q3	$657K	Hold	7,194	–	–	0.02%	215
2020 Q2	$625K	Hold	7,194	–	–	0.02%	216
2020 Q1	$493K	Hold	7,194	–	–	0.02%	183
2019 Q4	$724K	Hold	7,194	–	–	0.02%	207
2019 Q3	$816K	Hold	7,194	–	–	0.03%	207
2019 Q2	$796K	Hold	7,194	–	–	0.03%	207
2019 Q1	$718K	Hold	7,194	–	–	0.02%	235
2018 Q4	$661K	Hold	7,194	–	–	0.02%	290
2018 Q3	$654K	Hold	7,194	–	–	0.02%	321
2018 Q2	$563K	Buy	7,194 +2,415	+51%	+$201K	0.02%	311
2018 Q1	$407K	Sell	4,779 -75	-2%	-$6.15K	0.01%	284
2017 Q4	$396K	Buy	+4,854	New	+$384K	0.02%	279

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Richard Bernstein Advisors's YUM Position: Q1 2021 in Review

Richard Bernstein Advisors sold out of Yum! Brands (YUM) in Q1 2021, closing a stake of 7,194 shares — an estimated $781K sold.

Richard Bernstein Advisors first reported a position in YUM in Q4 2017 and held it in 13 quarters. The position peaked at $816K in Q3 2019. 1,057 funds tracked by Wall St. Rank hold YUM as of Q1 2021.

Richard Bernstein Advisors reported no remaining Yum! Brands position as of Q1 2021 after selling out during the quarter.
Richard Bernstein Advisors sold 7,194 Yum! Brands shares in Q1 2021, an estimated $781K.
Richard Bernstein Advisors first reported a position in Yum! Brands in Q4 2017 and held it in 13 quarters.
Richard Bernstein Advisors's Yum! Brands position peaked at $816K in Q3 2019.
1,057 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2021.

Based on Richard Bernstein Advisors's 13F filing for Q1 2021, filed 14 May 2021.