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ShoreHaven Wealth Partners’s Yum! Brands YUM Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-404
Closed -$44K – 265
2021
Q1 		$44K Buy
404
+2
+0.5% +$212 0.02% 128
2020
Q4 		$44K Buy
+402
New +$41K 0.02% 115

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $4.47B AUM 4.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ShoreHaven Wealth Partners's YUM Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Yum! Brands (YUM) in Q2 2021, closing a stake of 404 shares — an estimated $44K sold.

ShoreHaven Wealth Partners first reported a position in YUM in Q4 2020 and held it in 2 quarters. The position peaked at $44K in Q1 2021. 1,082 funds tracked by Wall St. Rank hold YUM as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Yum! Brands position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 404 Yum! Brands shares in Q2 2021, an estimated $44K.
  • ShoreHaven Wealth Partners first reported a position in Yum! Brands in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Yum! Brands position peaked at $44K in Q1 2021.
  • 1,082 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.