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Sterling Financial Planning’s Yum! Brands YUM Stock Holding History

Sterling Financial Planning’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
-470
Closed -$57K – 410
2021
Q3 		$57K Hold
470
– – 0.04% 173
2021
Q2 		$54K Hold
470
– – 0.04% 166
2021
Q1 		$51K Hold
470
– – 0.04% 152
2020
Q4 		$51K Buy
+470
New +$48K 0.04% 142

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sterling Financial Planning's YUM Position: Q4 2021 in Review

Sterling Financial Planning sold out of Yum! Brands (YUM) in Q4 2021, closing a stake of 470 shares — an estimated $57K sold.

Sterling Financial Planning first reported a position in YUM in Q4 2020 and held it in 4 quarters. The position peaked at $57K in Q3 2021. 1,169 funds tracked by Wall St. Rank hold YUM as of Q4 2021.

  • Sterling Financial Planning reported no remaining Yum! Brands position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 470 Yum! Brands shares in Q4 2021, an estimated $57K.
  • Sterling Financial Planning first reported a position in Yum! Brands in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Yum! Brands position peaked at $57K in Q3 2021.
  • 1,169 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.