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Calvert Investment Management’s Yum! Brands YUM Stock Holding History

Calvert Investment Management’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
2017
Q1 		– Sell
-21,209
Closed -$1.34M – 634
2016
Q4 		$1.34M Buy
+21,209
New +$1.33M 0.05% 339

Other funds holding YUM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CM
Corvex Management New York $2.52B AUM 25.53% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Calvert Investment Management's YUM Position: Q1 2017 in Review

Calvert Investment Management sold out of Yum! Brands (YUM) in Q1 2017, closing a stake of 21,209 shares — an estimated $1.34M sold.

Calvert Investment Management first reported a position in YUM in Q4 2016 and held it in 1 quarter. The position peaked at $1.34M in Q4 2016. 849 funds tracked by Wall St. Rank hold YUM as of Q1 2017.

  • Calvert Investment Management reported no remaining Yum! Brands position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 21,209 Yum! Brands shares in Q1 2017, an estimated $1.34M.
  • Calvert Investment Management first reported a position in Yum! Brands in Q4 2016 and held it in 1 quarter.
  • Calvert Investment Management's Yum! Brands position peaked at $1.34M in Q4 2016.
  • 849 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.