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Sun Life Financial’s Yum! Brands YUM Stock Holding History

Sun Life Financial’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
-178
Closed -$19K – 495
2021
Q1 		$19K Sell
178
-1
-0.6% -$106 ﹤0.01% 282
2020
Q4 		$19K Sell
179
-3
-2% -$306 ﹤0.01% 265
2020
Q3 		$17K Buy
182
+2
+1% +$184 ﹤0.01% 264
2020
Q2 		$16K Buy
180
+3
+2% +$256 ﹤0.01% 241
2020
Q1 		$12K Sell
177
-3
-2% -$280 ﹤0.01% 245
2019
Q4 		$18K Sell
180
-69
-28% -$7.15K ﹤0.01% 229
2019
Q3 		$28K Buy
249
+2
+0.8% +$229 0.01% 359
2019
Q2 		$27K Sell
247
-274
-53% -$28.5K 0.01% 356
2019
Q1 		$52K Sell
521
-353
-40% -$33.4K 0.01% 354
2018
Q4 		$80K Buy
874
+2
+0.2% +$179 0.02% 323
2018
Q3 		$79K Sell
872
-5
-0.6% -$417 0.01% 367
2018
Q2 		$69K Buy
877
+748
+580% +$62.4K 0.01% 372
2018
Q1 		$1.51K Sell
129
-610
-83% -$50K 0.01% 249
2017
Q4 		$60K Sell
739
-1,798
-71% -$142K 0.01% 244
2017
Q3 		$187K Buy
2,537
+126
+5% +$9.48K 0.02% 235
2017
Q2 		$178K Buy
2,411
+2,399
+19,992% +$167K 0.02% 251
2017
Q1 		$181 Hold
12
– – ﹤0.01% 284
2016
Q4 		$186 Buy
+12
New +$754 ﹤0.01% 230

Other funds holding YUM

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

Sun Life Financial's YUM Position: Q2 2021 in Review

Sun Life Financial sold out of Yum! Brands (YUM) in Q2 2021, closing a stake of 178 shares — an estimated $19K sold.

Sun Life Financial first reported a position in YUM in Q4 2016 and held it in 18 quarters. The position peaked at $187K in Q3 2017. 1,081 funds tracked by Wall St. Rank hold YUM as of Q2 2021.

  • Sun Life Financial reported no remaining Yum! Brands position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 178 Yum! Brands shares in Q2 2021, an estimated $19K.
  • Sun Life Financial first reported a position in Yum! Brands in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Yum! Brands position peaked at $187K in Q3 2017.
  • 1,081 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.