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Banyan Partners’s Yum! Brands YUM Stock Holding History

Banyan Partners’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
2014
Q3 		$3.53M Buy
68,173
+7,966
+13% +$424K 0.3% 86
2014
Q2 		$3.52M Sell
60,207
-6,382
-10% -$355K 0.3% 92
2014
Q1 		$3.61M Sell
66,589
-27,057
-29% -$1.43M 0.31% 89
2013
Q4 		$5.09M Buy
93,646
+10,143
+12% +$522K 0.36% 66
2013
Q3 		$4.29M Sell
83,503
-21,166
-20% -$1.1M 0.38% 63
2013
Q2 		$5.22M Buy
+104,669
New +$5.18M 1.03% 36

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Banyan Partners's YUM Position: Q3 2014 in Review

Banyan Partners increased its Yum! Brands (YUM) stake by 13% in Q3 2014, buying an estimated $424K and bringing the position to 68,173 shares worth $3.53M. The position accounts for 0.3% of the portfolio, ranked #86.

Banyan Partners first reported a position in YUM in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.22M in Q2 2013. 797 funds tracked by Wall St. Rank hold YUM as of Q3 2014.

  • Banyan Partners held 68,173 shares of Yum! Brands worth $3.53M as of Q3 2014.
  • Banyan Partners bought 7,966 Yum! Brands shares in Q3 2014, an estimated $424K.
  • Yum! Brands made up 0.3% of Banyan Partners's portfolio in Q3 2014, its #86 holding.
  • Banyan Partners first reported a position in Yum! Brands in Q2 2013 and has held it in 6 quarters since.
  • Banyan Partners's Yum! Brands position peaked at $5.22M in Q2 2013.
  • 797 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.