Symmetry Partners’s Yum! Brands YUM Stock Holding History

Symmetry Partners’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
2024 Q3	–	Sell	-2,615	Closed	-$346K	–	514
2024 Q2	$346K	Hold	2,615	–	–	0.02%	369
2024 Q1	$363K	Hold	2,615	–	–	0.03%	370
2023 Q4	$341K	Sell	2,615 -440	-14%	-$54.9K	0.02%	365
2023 Q3	$382K	Sell	3,055 -464	-13%	-$61K	0.02%	375
2023 Q2	$488K	Hold	3,519	–	–	0.03%	343
2023 Q1	$465K	Hold	3,519	–	–	0.03%	348
2022 Q4	$451K	Hold	3,519	–	–	0.03%	356
2022 Q3	$374K	Hold	3,519	–	–	0.03%	382
2022 Q2	$399K	Hold	3,519	–	–	0.03%	372
2022 Q1	$417K	Hold	3,519	–	–	0.03%	417
2021 Q4	$489K	Hold	3,519	–	–	0.03%	402
2021 Q3	$435K	Hold	3,519	–	–	0.03%	462
2021 Q2	$405K	Hold	3,519	–	–	0.03%	498
2021 Q1	$381K	Sell	3,519 -113	-3%	-$12K	0.03%	491
2020 Q4	$394K	Hold	3,632	–	–	0.03%	445
2020 Q3	$332K	Buy	+3,632	New	+$335K	0.03%	457
2020 Q1	–	Sell	-3,702	Closed	-$373K	–	368
2019 Q4	$373K	Buy	3,702 +521	+16%	+$54K	0.08%	215
2019 Q3	$361K	Buy	3,181 +734	+30%	+$83.9K	0.07%	226
2019 Q2	$271K	Hold	2,447	–	–	0.06%	265
2019 Q1	$244K	Buy	+2,447	New	+$232K	0.04%	277

Other funds holding YUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Symmetry Partners's YUM Position: Q3 2024 in Review

Symmetry Partners sold out of Yum! Brands (YUM) in Q3 2024, closing a stake of 2,615 shares — an estimated $346K sold.

Symmetry Partners first reported a position in YUM in Q1 2019 and held it in 20 quarters. The position peaked at $489K in Q4 2021. 1,233 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

Symmetry Partners reported no remaining Yum! Brands position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 2,615 Yum! Brands shares in Q3 2024, an estimated $346K.
Symmetry Partners first reported a position in Yum! Brands in Q1 2019 and held it in 20 quarters.
Symmetry Partners's Yum! Brands position peaked at $489K in Q4 2021.
1,233 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.