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Strategic Family Wealth Counselors’s Yum! Brands YUM Stock Holding History

Strategic Family Wealth Counselors’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
2020
Q3 		– Sell
-4,319
Closed -$375K – 83
2020
Q2 		$375K Buy
+4,319
New +$369K 0.24% 54

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Family Wealth Counselors's YUM Position: Q3 2020 in Review

Strategic Family Wealth Counselors sold out of Yum! Brands (YUM) in Q3 2020, closing a stake of 4,319 shares — an estimated $375K sold.

Strategic Family Wealth Counselors first reported a position in YUM in Q2 2020 and held it in 1 quarter. The position peaked at $375K in Q2 2020. 973 funds tracked by Wall St. Rank hold YUM as of Q3 2020.

  • Strategic Family Wealth Counselors reported no remaining Yum! Brands position as of Q3 2020 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 4,319 Yum! Brands shares in Q3 2020, an estimated $375K.
  • Strategic Family Wealth Counselors first reported a position in Yum! Brands in Q2 2020 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Yum! Brands position peaked at $375K in Q2 2020.
  • 973 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2020.

Based on Strategic Family Wealth Counselors's 13F filing for Q3 2020, filed 26 Oct 2020.