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Caerus Global Investors’s Yum! Brands YUM Stock Holding History

Caerus Global Investors’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
Q3 		– Sell
-13,028
Closed -$844K – 34
2015
Q2 		$844K Buy
+13,028
New +$825K 3.02% 15
2015
Q1 		– Sell
-43,317
Closed -$2.27M – 28
2014
Q4 		$2.27M Buy
+43,317
New +$2.26M 3.45% 11

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Caerus Global Investors's YUM Position: Q3 2015 in Review

Caerus Global Investors sold out of Yum! Brands (YUM) in Q3 2015, closing a stake of 13,028 shares — an estimated $844K sold.

Caerus Global Investors first reported a position in YUM in Q4 2014 and held it in 2 quarters. The position peaked at $2.27M in Q4 2014. 850 funds tracked by Wall St. Rank hold YUM as of Q3 2015.

  • Caerus Global Investors reported no remaining Yum! Brands position as of Q3 2015 after selling out during the quarter.
  • Caerus Global Investors sold 13,028 Yum! Brands shares in Q3 2015, an estimated $844K.
  • Caerus Global Investors first reported a position in Yum! Brands in Q4 2014 and held it in 2 quarters.
  • Caerus Global Investors's Yum! Brands position peaked at $2.27M in Q4 2014.
  • 850 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2015.

Based on Caerus Global Investors's 13F filing for Q3 2015, filed 16 Nov 2015.