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Safeguard Investment Advisory Group’s Yum! Brands YUM Stock Holding History

Safeguard Investment Advisory Group’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
-1,007
Closed -$109K – 749
2020
Q4 		$109K Buy
+1,007
New +$103K 0.1% 112

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Safeguard Investment Advisory Group's YUM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Yum! Brands (YUM) in Q1 2021, closing a stake of 1,007 shares — an estimated $109K sold.

Safeguard Investment Advisory Group first reported a position in YUM in Q4 2020 and held it in 1 quarter. The position peaked at $109K in Q4 2020. 1,058 funds tracked by Wall St. Rank hold YUM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Yum! Brands position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,007 Yum! Brands shares in Q1 2021, an estimated $109K.
  • Safeguard Investment Advisory Group first reported a position in Yum! Brands in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Yum! Brands position peaked at $109K in Q4 2020.
  • 1,058 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.