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Surevest’s Yum! Brands YUM Stock Holding History

Surevest’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
2022
Q3 		$36K Buy
335
+2
+0.6% +$232 0.01% 203
2022
Q2 		$38K Buy
333
+2
+0.6% +$233 0.01% 218
2022
Q1 		$39K Buy
331
+1
+0.3% +$123 0.01% 200
2021
Q4 		$46K Buy
+330
New +$42.2K 0.01% 195

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Surevest's YUM Position: Q3 2022 in Review

Surevest increased its Yum! Brands (YUM) stake by 0.6% in Q3 2022, buying an estimated $232 and bringing the position to 335 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #203.

Surevest first reported a position in YUM in Q4 2021 and has held it in 4 quarters since. The position peaked at $46K in Q4 2021. 1,073 funds tracked by Wall St. Rank hold YUM as of Q3 2022.

  • Surevest held 335 shares of Yum! Brands worth $36K as of Q3 2022.
  • Surevest bought 2 Yum! Brands shares in Q3 2022, an estimated $232.
  • Yum! Brands made up 0.01% of Surevest's portfolio in Q3 2022, its #203 holding.
  • Surevest first reported a position in Yum! Brands in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Yum! Brands position peaked at $46K in Q4 2021.
  • 1,073 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.