Whitney & Co’s Yum! Brands YUM Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-80	Closed	-$7K	–	482
2018 Q3	$7K	Hold	80	–	–	﹤0.01%	360
2018 Q2	$6K	Hold	80	–	–	﹤0.01%	264
2018 Q1	$7K	Buy	+80	New	+$6.56K	﹤0.01%	263

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Whitney & Co's YUM Position: Q4 2018 in Review

Whitney & Co sold out of Yum! Brands (YUM) in Q4 2018, closing a stake of 80 shares — an estimated $7K sold.

Whitney & Co first reported a position in YUM in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 995 funds tracked by Wall St. Rank hold YUM as of Q4 2018.

Whitney & Co reported no remaining Yum! Brands position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 80 Yum! Brands shares in Q4 2018, an estimated $7K.
Whitney & Co first reported a position in Yum! Brands in Q1 2018 and held it in 3 quarters.
Whitney & Co's Yum! Brands position peaked at $7K in Q3 2018.
995 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.