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	-607,728	Closed	-$31.2M	–	78
2013 Q3	$31.2M	Buy	607,728 +19,335	+3%	+$1M	2.24%	9
2013 Q2	$29.3M	Buy	+588,393	New	+$29.1M	2%	16

Other funds holding YUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

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

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.