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Systematic Portfolios’s Yum! Brands YUM Stock Holding History

Systematic Portfolios’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
Q2 		– Sell
-5,276
Closed -$210K – 156
2024
Q1 		$210K Buy
5,276
+3,183
+152% +$425K 0.69% 80
2023
Q4 		$273K Buy
+2,093
New +$261K 0.83% 53

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Systematic Portfolios's YUM Position: Q2 2024 in Review

Systematic Portfolios sold out of Yum! Brands (YUM) in Q2 2024, closing a stake of 5,276 shares — an estimated $210K sold.

Systematic Portfolios first reported a position in YUM in Q4 2023 and held it in 2 quarters. The position peaked at $273K in Q4 2023. 1,206 funds tracked by Wall St. Rank hold YUM as of Q2 2024.

  • Systematic Portfolios reported no remaining Yum! Brands position as of Q2 2024 after selling out during the quarter.
  • Systematic Portfolios sold 5,276 Yum! Brands shares in Q2 2024, an estimated $210K.
  • Systematic Portfolios first reported a position in Yum! Brands in Q4 2023 and held it in 2 quarters.
  • Systematic Portfolios's Yum! Brands position peaked at $273K in Q4 2023.
  • 1,206 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2024.

Based on Systematic Portfolios's 13F filing for Q2 2024, filed 14 Aug 2024.