White Elm Capital’s Yum! Brands YUM Stock Holding History

White Elm Capital’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
2019 Q4	$1.13M	Sell	11,200 -13,300	-54%	-$1.38M	0.96%	23
2019 Q3	$2.78M	Buy	+24,500	New	+$2.8M	0.72%	30

Other funds holding YUM

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

White Elm Capital's YUM Position: Q4 2019 in Review

White Elm Capital reduced its Yum! Brands (YUM) stake by 54% in Q4 2019, selling an estimated $1.38M and leaving 11,200 shares worth $1.13M. The position accounts for 0.96% of the portfolio, ranked #23.

White Elm Capital first reported a position in YUM in Q3 2019 and has held it in 2 quarters since. The position peaked at $2.78M in Q3 2019. 1,060 funds tracked by Wall St. Rank hold YUM as of Q4 2019.

White Elm Capital held 11,200 shares of Yum! Brands worth $1.13M as of Q4 2019.
White Elm Capital sold 13,300 Yum! Brands shares in Q4 2019, an estimated $1.38M.
Yum! Brands made up 0.96% of White Elm Capital's portfolio in Q4 2019, its #23 holding.
White Elm Capital first reported a position in Yum! Brands in Q3 2019 and has held it in 2 quarters since.
White Elm Capital's Yum! Brands position peaked at $2.78M in Q3 2019.
1,060 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2019.

Based on White Elm Capital's 13F filing for Q4 2019, filed 14 Feb 2020.