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Walled Lake Planning & Wealth Management’s Yum! Brands YUM Stock Holding History

Walled Lake Planning & 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
2020
Q2 		– Sell
-42
Closed -$3K – 375
2020
Q1 		$3K Hold
42
– – ﹤0.01% 267
2019
Q4 		$4K Buy
+42
New +$4.35K ﹤0.01% 244

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Walled Lake Planning & Wealth Management's YUM Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of Yum! Brands (YUM) in Q2 2020, closing a stake of 42 shares — an estimated $3K sold.

Walled Lake Planning & Wealth Management first reported a position in YUM in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 985 funds tracked by Wall St. Rank hold YUM as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Yum! Brands position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 42 Yum! Brands shares in Q2 2020, an estimated $3K.
  • Walled Lake Planning & Wealth Management first reported a position in Yum! Brands in Q4 2019 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Yum! Brands position peaked at $4K in Q4 2019.
  • 985 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.