TRUE Private Wealth Advisors’s Yum! Brands YUM Stock Holding History

TRUE Private Wealth Advisors’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	-493	Closed	-$53K	–	719
2020 Q4	$53K	Hold	493	–	–	0.01%	351
2020 Q3	$45K	Hold	493	–	–	0.01%	339
2020 Q2	$42K	Hold	493	–	–	0.01%	334
2020 Q1	$33K	Buy	493 +280	+131%	+$26.1K	0.01%	327
2019 Q4	$21K	Buy	+213	New	+$22.1K	﹤0.01%	483
2019 Q3	–	Sell	-493	Closed	-$54K	–	736
2019 Q2	$54K	Buy	+493	New	+$51.2K	0.01%	333
2018 Q4	–	Sell	-705	Closed	-$64.1K	–	939
2018 Q3	$64.1K	Buy	+705	New	+$58.8K	0.01%	429

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

TRUE Private Wealth Advisors's YUM Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Yum! Brands (YUM) in Q1 2021, closing a stake of 493 shares — an estimated $53K sold.

TRUE Private Wealth Advisors first reported a position in YUM in Q3 2018 and held it in 7 quarters. The position peaked at $64.1K in Q3 2018. 1,057 funds tracked by Wall St. Rank hold YUM as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Yum! Brands position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 493 Yum! Brands shares in Q1 2021, an estimated $53K.
TRUE Private Wealth Advisors first reported a position in Yum! Brands in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Yum! Brands position peaked at $64.1K in Q3 2018.
1,057 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.