Sargent Bickham Lagudis’s Yum! Brands YUM Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$27.7K	Hold	216	–	–	﹤0.01%	547
2022 Q3	$23K	Sell	216 -26	-11%	-$3.02K	﹤0.01%	548
2022 Q2	$27K	Buy	242 +26	+12%	+$3.02K	﹤0.01%	537
2022 Q1	$26K	Hold	216	–	–	﹤0.01%	565
2021 Q4	$30K	Buy	216 +16	+8%	+$2.05K	﹤0.01%	548
2021 Q3	$24K	Hold	200	–	–	﹤0.01%	577
2021 Q2	$23K	Sell	200 -150	-43%	-$17.7K	﹤0.01%	589
2021 Q1	$38K	Buy	+350	New	+$37K	﹤0.01%	483
2017 Q3	–	Sell	-100	Closed	-$7K	–	839
2017 Q2	$7K	Hold	100	–	–	﹤0.01%	629
2017 Q1	$6K	Hold	100	–	–	﹤0.01%	649
2016 Q4	$6K	Sell	100 -39	-28%	-$2.45K	﹤0.01%	618
2016 Q3	$9	Hold	139	–	–	﹤0.01%	593
2016 Q2	$8K	Buy	+139	New	+$8.19K	﹤0.01%	577

Other funds holding YUM

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Sargent Bickham Lagudis's YUM Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Yum! Brands (YUM) position steady in Q4 2022 at 216 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Sargent Bickham Lagudis first reported a position in YUM in Q2 2016 and has held it in 13 quarters since. The position peaked at $38K in Q1 2021. 1,176 funds tracked by Wall St. Rank hold YUM as of Q4 2022.

Sargent Bickham Lagudis held 216 shares of Yum! Brands worth $27.7K as of Q4 2022.
Sargent Bickham Lagudis left its Yum! Brands share count unchanged in Q4 2022.
Yum! Brands made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #547 holding.
Sargent Bickham Lagudis first reported a position in Yum! Brands in Q2 2016 and has held it in 13 quarters since.
Sargent Bickham Lagudis's Yum! Brands position peaked at $38K in Q1 2021.
1,176 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.