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Tilia Fiduciary Partners’s Yum! Brands YUM Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-669
Closed -$92.6K – 520
2023
Q2 		$92.6K Sell
669
-25
-4% -$3.39K 0.08% 141
2023
Q1 		$91.6K Sell
694
-4,468
-87% -$575K 0.09% 147
2022
Q4 		$661K Sell
5,162
-62
-1% -$7.51K 0.64% 54
2022
Q3 		$550K Buy
5,224
+2
+0% +$232 0.56% 58
2022
Q2 		$605K Buy
5,222
+2
+0% +$233 0.58% 56
2022
Q1 		$619K Sell
5,220
-148
-3% -$18.2K 0.52% 55
2021
Q4 		$745K Buy
+5,368
New +$687K 0.6% 53

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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
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Tilia Fiduciary Partners's YUM Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Yum! Brands (YUM) in Q3 2023, closing a stake of 669 shares — an estimated $92.6K sold.

Tilia Fiduciary Partners first reported a position in YUM in Q4 2021 and held it in 7 quarters. The position peaked at $745K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold YUM as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Yum! Brands position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 669 Yum! Brands shares in Q3 2023, an estimated $92.6K.
  • Tilia Fiduciary Partners first reported a position in Yum! Brands in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Yum! Brands position peaked at $745K in Q4 2021.
  • 1,128 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.