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TriaGen Wealth Management’s Yum! Brands YUM Stock Holding History

TriaGen Wealth Management’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
2022
Q1 		– Sell
-2,756
Closed -$383K – 212
2021
Q4 		$383K Hold
2,756
– – 0.19% 122
2021
Q3 		$337K Hold
2,756
– – 0.18% 131
2021
Q2 		$362K Sell
2,756
-95
-3% -$11.2K 0.19% 127
2021
Q1 		$308K Sell
2,851
-16
-0.6% -$1.69K 0.18% 129
2020
Q4 		$311K Buy
+2,867
New +$293K 0.18% 129

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TriaGen Wealth Management's YUM Position: Q1 2022 in Review

TriaGen Wealth Management sold out of Yum! Brands (YUM) in Q1 2022, closing a stake of 2,756 shares — an estimated $383K sold.

TriaGen Wealth Management first reported a position in YUM in Q4 2020 and held it in 5 quarters. The position peaked at $383K in Q4 2021. 1,146 funds tracked by Wall St. Rank hold YUM as of Q1 2022.

  • TriaGen Wealth Management reported no remaining Yum! Brands position as of Q1 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 2,756 Yum! Brands shares in Q1 2022, an estimated $383K.
  • TriaGen Wealth Management first reported a position in Yum! Brands in Q4 2020 and held it in 5 quarters.
  • TriaGen Wealth Management's Yum! Brands position peaked at $383K in Q4 2021.
  • 1,146 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2022.

Based on TriaGen Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.