WAM
YUM icon

Wealthspire Advisors (Maryland)’s Yum! Brands YUM Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$248K Sell
2,715
-613
-18% -$56.5K 0.01% 395
2020
Q2 		$289K Buy
+3,328
New +$284K 0.02% 348
2020
Q1 		– Sell
-3,590
Closed -$362K – 517
2019
Q4 		$362K Sell
3,590
-230
-6% -$23.8K 0.02% 333
2019
Q3 		$433K Sell
3,820
-6
-0.2% -$686 0.03% 278
2019
Q2 		$423K Sell
3,826
-8
-0.2% -$831 0.03% 284
2019
Q1 		$383K Buy
3,834
+119
+3% +$11.3K 0.03% 296
2018
Q4 		$341K Buy
3,715
+145
+4% +$13K 0.03% 294
2018
Q3 		$325K Buy
3,570
+39
+1% +$3.25K 0.03% 338
2018
Q2 		$276K Buy
3,531
+125
+4% +$10.4K 0.03% 384
2018
Q1 		$290K Sell
3,406
-107
-3% -$8.77K 0.03% 368
2017
Q4 		$287K Buy
3,513
+232
+7% +$18.4K 0.03% 379
2017
Q3 		$242K Buy
3,281
+588
+22% +$44.2K 0.03% 414
2017
Q2 		$199K Buy
2,693
+662
+33% +$46.1K 0.02% 451
2017
Q1 		$130K Buy
2,031
+114
+6% +$7.42K 0.02% 509
2016
Q4 		$121K Sell
1,917
-473
-20% -$29.7K 0.02% 520
2016
Q3 		$156K Buy
2,390
+39
+2% +$2.49K 0.02% 452
2016
Q2 		$140K Buy
2,351
+10
+0.4% +$589 0.02% 465
2016
Q1 		$138K Sell
2,341
-1,665
-42% -$87.4K 0.02% 446
2015
Q4 		$210K Buy
+4,006
New +$209K 0.04% 351

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s YUM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Yum! Brands (YUM) stake by 18% in Q3 2020, selling an estimated $56.5K and leaving 2,715 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #395.

Wealthspire Advisors (Maryland) first reported a position in YUM in Q4 2015 and has held it in 19 quarters since. The position peaked at $433K in Q3 2019. 972 funds tracked by Wall St. Rank hold YUM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,715 shares of Yum! Brands worth $248K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 613 Yum! Brands shares in Q3 2020, an estimated $56.5K.
  • Yum! Brands made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #395 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Yum! Brands in Q4 2015 and has held it in 19 quarters since.
  • Wealthspire Advisors (Maryland)'s Yum! Brands position peaked at $433K in Q3 2019.
  • 972 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.