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Winslow Evans & Crocker’s Yum! Brands YUM Stock Holding History

Winslow Evans & Crocker’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
Q4 		$16K Hold
150
– – ﹤0.01% 856
2020
Q3 		$14K Hold
150
– – ﹤0.01% 700
2020
Q2 		$13K Sell
150
-2,046
-93% -$175K ﹤0.01% 694
2020
Q1 		$152K Hold
2,196
– – 0.05% 271
2019
Q4 		$222K Hold
2,196
– – 0.06% 277
2019
Q3 		$252K Sell
2,196
-326
-13% -$37.3K 0.07% 260
2019
Q2 		$280K Sell
2,522
-1,100
-30% -$114K 0.08% 249
2019
Q1 		$364K Sell
3,622
-250
-6% -$23.7K 0.1% 206
2018
Q4 		$358K Sell
3,872
-9,412
-71% -$841K 0.12% 182
2018
Q3 		$1.21M Sell
13,284
-7,080
-35% -$591K 0.37% 64
2018
Q2 		$1.6M Sell
20,364
-476
-2% -$39.7K 0.5% 45
2018
Q1 		$1.77M Hold
20,840
– – 0.57% 40
2017
Q4 		$1.7M Sell
20,840
-200
-1% -$15.8K 0.55% 42
2017
Q3 		$1.55M Sell
21,040
-3,028
-13% -$228K 0.51% 49
2017
Q2 		$1.77M Buy
24,068
+1,798
+8% +$125K 0.48% 46
2017
Q1 		$1.42M Sell
22,270
-3,000
-12% -$195K 0.45% 52
2016
Q4 		$1.6M Sell
25,270
-11,450
-31% -$719K 0.49% 46
2016
Q3 		$2.4M Sell
36,720
-208
-0.6% -$13.3K 0.69% 33
2016
Q2 		$2.2M Sell
36,928
-184
-0.5% -$10.8K 0.66% 36
2016
Q1 		$2.18M Sell
37,112
-1,666
-4% -$87.4K 0.66% 35
2015
Q4 		$2.04M Sell
38,778
-1,633
-4% -$85.3K 0.58% 38
2015
Q3 		$2.32M Sell
40,411
-373
-0.9% -$22.6K 0.73% 29
2015
Q2 		$2.64M Sell
40,784
-715
-2% -$45.3K 0.75% 28
2015
Q1 		$2.35M Sell
41,499
-2,546
-6% -$139K 0.66% 35
2014
Q4 		$2.31M Sell
44,045
-7,606
-15% -$396K 0.66% 37
2014
Q3 		$2.67M Buy
51,651
+1,123
+2% +$59.8K 0.77% 26
2014
Q2 		$2.95M Sell
50,528
-641
-1% -$35.6K 0.98% 18
2014
Q1 		$2.77M Buy
51,169
+517
+1% +$27.2K 0.96% 20
2013
Q4 		$2.75M Buy
+50,652
New +$2.61M 0.94% 20

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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Winslow Evans & Crocker's YUM Position: Q4 2020 in Review

Winslow Evans & Crocker held its Yum! Brands (YUM) position steady in Q4 2020 at 150 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Winslow Evans & Crocker first reported a position in YUM in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.95M in Q2 2014. 1,057 funds tracked by Wall St. Rank hold YUM as of Q4 2020.

  • Winslow Evans & Crocker held 150 shares of Yum! Brands worth $16K as of Q4 2020.
  • Winslow Evans & Crocker left its Yum! Brands share count unchanged in Q4 2020.
  • Yum! Brands made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #856 holding.
  • Winslow Evans & Crocker first reported a position in Yum! Brands in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Yum! Brands position peaked at $2.95M in Q2 2014.
  • 1,057 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.