Union Savings Bank’s Yum! Brands YUM Stock Holding History

Union Savings Bank’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	-74	Closed	-$9.24K	–	312
2023 Q3	$9.24K	Hold	74	–	–	0.01%	281
2023 Q2	$10.2K	Buy	+74	New	+$10K	0.01%	269

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

Union Savings Bank's YUM Position: Q4 2023 in Review

Union Savings Bank sold out of Yum! Brands (YUM) in Q4 2023, closing a stake of 74 shares — an estimated $9.24K sold.

Union Savings Bank first reported a position in YUM in Q2 2023 and held it in 2 quarters. The position peaked at $10.2K in Q2 2023. 1,213 funds tracked by Wall St. Rank hold YUM as of Q4 2023.

Union Savings Bank reported no remaining Yum! Brands position as of Q4 2023 after selling out during the quarter.
Union Savings Bank sold 74 Yum! Brands shares in Q4 2023, an estimated $9.24K.
Union Savings Bank first reported a position in Yum! Brands in Q2 2023 and held it in 2 quarters.
Union Savings Bank's Yum! Brands position peaked at $10.2K in Q2 2023.
1,213 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2023.

Based on Union Savings Bank's 13F filing for Q4 2023, filed 9 Feb 2024.