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Trilogy Capital’s Yum! Brands YUM Stock Holding History

Trilogy Capital’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
2018
Q4 		– Sell
-14
Closed -$1K – 584
2018
Q3 		$1K Buy
14
+1
+8% +$83 ﹤0.01% 600
2018
Q2 		$1K Hold
13
– – ﹤0.01% 559
2018
Q1 		$1K Sell
13
-8,166
-100% -$669K ﹤0.01% 465
2017
Q4 		$667K Buy
+8,179
New +$647K 0.11% 58

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Trilogy Capital's YUM Position: Q4 2018 in Review

Trilogy Capital sold out of Yum! Brands (YUM) in Q4 2018, closing a stake of 14 shares — an estimated $1K sold.

Trilogy Capital first reported a position in YUM in Q4 2017 and held it in 4 quarters. The position peaked at $667K in Q4 2017. 995 funds tracked by Wall St. Rank hold YUM as of Q4 2018.

  • Trilogy Capital reported no remaining Yum! Brands position as of Q4 2018 after selling out during the quarter.
  • Trilogy Capital sold 14 Yum! Brands shares in Q4 2018, an estimated $1K.
  • Trilogy Capital first reported a position in Yum! Brands in Q4 2017 and held it in 4 quarters.
  • Trilogy Capital's Yum! Brands position peaked at $667K in Q4 2017.
  • 995 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2018.

Based on Trilogy Capital's 13F filing for Q4 2018, filed 15 Jan 2019.