Simplicity Solutions’s Yum! Brands YUM Stock Holding History

Simplicity Solutions’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 Q4	$1.74M	Sell	13,349 -151	-1%	-$18.8K	0.05%	330
2023 Q3	$1.69M	Sell	13,500 -1,058	-7%	-$139K	0.05%	315
2023 Q2	$2.02M	Sell	14,558 -162	-1%	-$22K	0.06%	313
2023 Q1	$1.94M	Buy	14,720 +6,862	+87%	+$883K	0.05%	318
2022 Q4	$1.01M	Buy	7,858 +574	+8%	+$69.5K	0.14%	187
2022 Q3	$775K	Buy	7,284 +429	+6%	+$49.8K	0.11%	234
2022 Q2	$778K	Buy	6,855 +1,240	+22%	+$144K	0.1%	221
2022 Q1	$666K	Sell	5,615 -5,479	-49%	-$675K	0.08%	251
2021 Q4	$1.54M	Buy	11,094 +6,067	+121%	+$776K	0.17%	155
2021 Q3	$615K	Buy	5,027 +630	+14%	+$79.9K	0.09%	241
2021 Q2	$506K	Buy	4,397 +658	+18%	+$77.6K	0.1%	221
2021 Q1	$404K	Buy	+3,739	New	+$396K	0.09%	245
2019 Q2	–	Sell	-3,354	Closed	-$335K	–	896
2019 Q1	$335K	Sell	3,354 -1,342	-29%	-$127K	0.02%	502
2018 Q4	$431K	Buy	+4,696	New	+$420K	0.06%	346

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Simplicity Solutions's YUM Position: Q4 2023 in Review

Simplicity Solutions reduced its Yum! Brands (YUM) stake by 1.1% in Q4 2023, selling an estimated $18.8K and leaving 13,349 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #330.

Simplicity Solutions first reported a position in YUM in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.02M in Q2 2023. 1,213 funds tracked by Wall St. Rank hold YUM as of Q4 2023.

Simplicity Solutions held 13,349 shares of Yum! Brands worth $1.74M as of Q4 2023.
Simplicity Solutions sold 151 Yum! Brands shares in Q4 2023, an estimated $18.8K.
Yum! Brands made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #330 holding.
Simplicity Solutions first reported a position in Yum! Brands in Q4 2018 and has held it in 14 quarters since.
Simplicity Solutions's Yum! Brands position peaked at $2.02M in Q2 2023.
1,213 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.