AI
YUM icon

Analytic Investors’s Yum! Brands YUM Stock Holding History

Analytic Investors’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
2016
Q3 		$4.52M Buy
69,279
+15,180
+28% +$969K 0.05% 201
2016
Q2 		$3.23M Sell
54,099
-240
-0.4% -$14.1K 0.04% 228
2016
Q1 		$3.2M Sell
54,339
-6,431
-11% -$337K 0.04% 244
2015
Q4 		$3.19M Buy
+60,770
New +$3.17M 0.04% 236

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Analytic Investors's YUM Position: Q3 2016 in Review

Analytic Investors increased its Yum! Brands (YUM) stake by 28% in Q3 2016, buying an estimated $969K and bringing the position to 69,279 shares worth $4.52M. The position accounts for 0.05% of the portfolio, ranked #201.

Analytic Investors first reported a position in YUM in Q4 2015 and has held it in 4 quarters since. 870 funds tracked by Wall St. Rank hold YUM as of Q3 2016.

  • Analytic Investors held 69,279 shares of Yum! Brands worth $4.52M as of Q3 2016.
  • Analytic Investors bought 15,180 Yum! Brands shares in Q3 2016, an estimated $969K.
  • Yum! Brands made up 0.05% of Analytic Investors's portfolio in Q3 2016, its #201 holding.
  • Analytic Investors first reported a position in Yum! Brands in Q4 2015 and has held it in 4 quarters since.
  • 870 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.