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Aspiriant LLC’s Yum! Brands YUM Stock Holding History

Aspiriant LLC’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
Q4 		– Sell
-14,407
Closed -$941K – 191
2016
Q3 		$941K Buy
+14,407
New +$920K 0.09% 108
2016
Q2 		– Sell
-14,621
Closed -$860K – 194
2016
Q1 		$860K Buy
+14,621
New +$767K 0.08% 107

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CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Aspiriant LLC's YUM Position: Q4 2016 in Review

Aspiriant LLC sold out of Yum! Brands (YUM) in Q4 2016, closing a stake of 14,407 shares — an estimated $941K sold.

Aspiriant LLC first reported a position in YUM in Q1 2016 and held it in 2 quarters. The position peaked at $941K in Q3 2016. 831 funds tracked by Wall St. Rank hold YUM as of Q4 2016.

  • Aspiriant LLC reported no remaining Yum! Brands position as of Q4 2016 after selling out during the quarter.
  • Aspiriant LLC sold 14,407 Yum! Brands shares in Q4 2016, an estimated $941K.
  • Aspiriant LLC first reported a position in Yum! Brands in Q1 2016 and held it in 2 quarters.
  • Aspiriant LLC's Yum! Brands position peaked at $941K in Q3 2016.
  • 831 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2016.

Based on Aspiriant LLC's 13F filing for Q4 2016, filed 10 Feb 2017.