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Apex Capital’s Yum! Brands YUM Stock Holding History

Apex 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
2013
Q4 		– Sell
-486,850
Closed -$25M – 79
2013
Q3 		$25M Sell
486,850
-161,217
-25% -$8.36M 1.79% 18
2013
Q2 		$32.3M Buy
+648,067
New +$32.1M 2.21% 14

Other funds holding YUM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Apex Capital's YUM Position: Q4 2013 in Review

Apex Capital sold out of Yum! Brands (YUM) in Q4 2013, closing a stake of 486,850 shares — an estimated $25M sold.

Apex Capital first reported a position in YUM in Q2 2013 and held it in 2 quarters. The position peaked at $32.3M in Q2 2013. 780 funds tracked by Wall St. Rank hold YUM as of Q4 2013.

  • Apex Capital reported no remaining Yum! Brands position as of Q4 2013 after selling out during the quarter.
  • Apex Capital sold 486,850 Yum! Brands shares in Q4 2013, an estimated $25M.
  • Apex Capital first reported a position in Yum! Brands in Q2 2013 and held it in 2 quarters.
  • Apex Capital's Yum! Brands position peaked at $32.3M in Q2 2013.
  • 780 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2013.

Based on Apex Capital's 13F filing for Q4 2013, filed 4 Feb 2014.