tru Independence’s Yum! Brands YUM Stock Holding History

tru Independence’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
2021 Q1	–	Sell	-112	Closed	-$12	–	725
2020 Q4	$12	Buy	112 +62	+124%	+$6.33K	﹤0.01%	571
2020 Q3	$5K	Sell	50 -52	-51%	-$4.79K	﹤0.01%	300
2020 Q2	$9	Hold	102	–	–	﹤0.01%	620
2020 Q1	$7	Hold	102	–	–	﹤0.01%	488
2019 Q4	$7K	Buy	+102	New	+$10.6K	﹤0.01%	627

Other funds holding YUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGA

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

tru Independence's YUM Position: Q1 2021 in Review

tru Independence sold out of Yum! Brands (YUM) in Q1 2021, closing a stake of 112 shares — an estimated $12 sold.

tru Independence first reported a position in YUM in Q4 2019 and held it in 5 quarters. The position peaked at $7K in Q4 2019. 1,057 funds tracked by Wall St. Rank hold YUM as of Q1 2021.

tru Independence reported no remaining Yum! Brands position as of Q1 2021 after selling out during the quarter.
tru Independence sold 112 Yum! Brands shares in Q1 2021, an estimated $12.
tru Independence first reported a position in Yum! Brands in Q4 2019 and held it in 5 quarters.
tru Independence's Yum! Brands position peaked at $7K in Q4 2019.
1,057 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.