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Baird’s Yum! Brands YUM Stock Holding History

Baird’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
2015
Q1 		$4.16M Buy
73,512
+5,268
+8% +$288K 0.04% 381
2014
Q4 		$3.57M Buy
68,244
+4,410
+7% +$230K 0.04% 413
2014
Q3 		$3.3M Buy
63,834
+53,543
+520% +$2.85M 0.05% 335
2014
Q2 		$601K Sell
10,291
-1,169
-10% -$65K 0.01% 792
2014
Q1 		$621K Sell
11,460
-261
-2% -$13.7K 0.01% 783
2013
Q4 		$637K Sell
11,721
-812
-6% -$41.8K 0.01% 739
2013
Q3 		$643K Sell
12,533
-1,391
-10% -$72.1K 0.01% 702
2013
Q2 		$694K Buy
+13,924
New +$689K 0.01% 663

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Baird's YUM Position: Q1 2015 in Review

Baird increased its Yum! Brands (YUM) stake by 7.7% in Q1 2015, buying an estimated $288K and bringing the position to 73,512 shares worth $4.16M. The position accounts for 0.04% of the portfolio, ranked #381.

Baird first reported a position in YUM in Q2 2013 and has held it in 8 quarters since. 824 funds tracked by Wall St. Rank hold YUM as of Q1 2015.

  • Baird held 73,512 shares of Yum! Brands worth $4.16M as of Q1 2015.
  • Baird bought 5,268 Yum! Brands shares in Q1 2015, an estimated $288K.
  • Yum! Brands made up 0.04% of Baird's portfolio in Q1 2015, its #381 holding.
  • Baird first reported a position in Yum! Brands in Q2 2013 and has held it in 8 quarters since.
  • 824 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.