Safir Wealth Advisors’s Yum! Brands YUM Stock Holding History

Safir Wealth 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 Q4	–	Sell	-1,672	Closed	-$205K	–	15
2021 Q3	$205K	Buy	+1,672	New	+$212K	0.17%	14
2021 Q1	–	Sell	-1,672	Closed	-$182K	–	40
2020 Q4	$182K	Buy	+1,672	New	+$171K	0.17%	15

Other funds holding YUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

MAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Safir Wealth Advisors's YUM Position: Q4 2021 in Review

Safir Wealth Advisors sold out of Yum! Brands (YUM) in Q4 2021, closing a stake of 1,672 shares — an estimated $205K sold.

Safir Wealth Advisors first reported a position in YUM in Q4 2020 and held it in 2 quarters. The position peaked at $205K in Q3 2021. 1,169 funds tracked by Wall St. Rank hold YUM as of Q4 2021.

Safir Wealth Advisors reported no remaining Yum! Brands position as of Q4 2021 after selling out during the quarter.
Safir Wealth Advisors sold 1,672 Yum! Brands shares in Q4 2021, an estimated $205K.
Safir Wealth Advisors first reported a position in Yum! Brands in Q4 2020 and held it in 2 quarters.
Safir Wealth Advisors's Yum! Brands position peaked at $205K in Q3 2021.
1,169 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2021.

Based on Safir Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.