Safeguard Financial’s Yum! Brands YUM Stock Holding History

Safeguard 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
2023 Q3	–	Sell	-182	Closed	-$25K	–	577
2023 Q2	$25K	Buy	+182	New	+$24.7K	0.01%	240

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Safeguard Financial's YUM Position: Q3 2023 in Review

Safeguard Financial sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 182 shares — an estimated $25K sold.

Safeguard Financial first reported a position in YUM in Q2 2023 and held it in 1 quarter. The position peaked at $25K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

Safeguard Financial reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 182 Yum! Brands shares in Q3 2023, an estimated $25K.
Safeguard Financial first reported a position in Yum! Brands in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Yum! Brands position peaked at $25K in Q2 2023.
1,127 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.