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SYSTM Wealth Solutions’s Yum! Brands YUM Stock Holding History

SYSTM Wealth Solutions’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
-44
Closed -$5.83K – 648
2024
Q2 		$5.83K Hold
44
– – ﹤0.01% 548
2024
Q1 		$6.1K Hold
44
– – ﹤0.01% 822
2023
Q4 		$5.75K Buy
+44
New +$5.49K ﹤0.01% 875

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SYSTM Wealth Solutions's YUM Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Yum! Brands (YUM) in Q3 2024, closing a stake of 44 shares — an estimated $5.83K sold.

SYSTM Wealth Solutions first reported a position in YUM in Q4 2023 and held it in 3 quarters. The position peaked at $6.1K in Q1 2024. 1,233 funds tracked by Wall St. Rank hold YUM as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Yum! Brands position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 44 Yum! Brands shares in Q3 2024, an estimated $5.83K.
  • SYSTM Wealth Solutions first reported a position in Yum! Brands in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Yum! Brands position peaked at $6.1K in Q1 2024.
  • 1,233 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.