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Squar Milner Financial Services’s Yum! Brands YUM Stock Holding History

Squar Milner Financial Services’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
2019
Q3 		– Sell
-60
Closed -$7K – 740
2019
Q2 		$7K Hold
60
– – ﹤0.01% 562
2019
Q1 		$5K Hold
60
– – ﹤0.01% 673
2018
Q4 		$6K Hold
60
– – 0.01% 542
2018
Q3 		$5K Hold
60
– – ﹤0.01% 626
2018
Q2 		$5K Buy
+60
New +$5.01K ﹤0.01% 722

Other funds holding YUM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
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

Squar Milner Financial Services's YUM Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Yum! Brands (YUM) in Q3 2019, closing a stake of 60 shares — an estimated $7K sold.

Squar Milner Financial Services first reported a position in YUM in Q2 2018 and held it in 5 quarters. The position peaked at $7K in Q2 2019. 1,039 funds tracked by Wall St. Rank hold YUM as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Yum! Brands position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 60 Yum! Brands shares in Q3 2019, an estimated $7K.
  • Squar Milner Financial Services first reported a position in Yum! Brands in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Yum! Brands position peaked at $7K in Q2 2019.
  • 1,039 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.