Tri Locum Partners’s Yum! Brands YUM Stock Holding History

Tri Locum 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 Q4	–	Sell	-1,751	Closed	-$219K	–	61
2023 Q3	$219K	Buy	+1,751	New	+$230K	0.07%	44

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Tri Locum Partners's YUM Position: Q4 2023 in Review

Tri Locum Partners sold out of Yum! Brands (YUM) in Q4 2023, closing a stake of 1,751 shares — an estimated $219K sold.

Tri Locum Partners first reported a position in YUM in Q3 2023 and held it in 1 quarter. The position peaked at $219K in Q3 2023. 1,213 funds tracked by Wall St. Rank hold YUM as of Q4 2023.

Tri Locum Partners reported no remaining Yum! Brands position as of Q4 2023 after selling out during the quarter.
Tri Locum Partners sold 1,751 Yum! Brands shares in Q4 2023, an estimated $219K.
Tri Locum Partners first reported a position in Yum! Brands in Q3 2023 and held it in 1 quarter.
Tri Locum Partners's Yum! Brands position peaked at $219K in Q3 2023.
1,213 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2023.

Based on Tri Locum Partners's 13F filing for Q4 2023, filed 14 Feb 2024.