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Carmignac Gestion’s Yum! Brands YUM Stock Holding History

Carmignac Gestion’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 		– Sell
-9,984,221
Closed -$523M – 30
2014
Q4 		$523M Sell
9,984,221
-4,765,243
-32% -$248M 4.77% 6
2014
Q3 		$763M Buy
14,749,464
+3,094,331
+27% +$165M 6.53% 4
2014
Q2 		$680M Sell
11,655,133
-444,130
-4% -$24.7M 5.32% 6
2014
Q1 		$656M Sell
12,099,263
-7,260,430
-38% -$382M 4.8% 6
2013
Q4 		$1.05B Sell
19,359,693
-13,283
-0.1% -$683K 7.84% 2
2013
Q3 		$994M Sell
19,372,976
-212,258
-1% -$11M 7.51% 3
2013
Q2 		$976M Buy
+19,585,234
New +$970M 8.13% 2

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

Carmignac Gestion's YUM Position: Q1 2015 in Review

Carmignac Gestion sold out of Yum! Brands (YUM) in Q1 2015, closing a stake of 9,984,221 shares — an estimated $523M sold.

Carmignac Gestion first reported a position in YUM in Q2 2013 and held it in 7 quarters. The position peaked at $1.05B in Q4 2013. 824 funds tracked by Wall St. Rank hold YUM as of Q1 2015.

  • Carmignac Gestion reported no remaining Yum! Brands position as of Q1 2015 after selling out during the quarter.
  • Carmignac Gestion sold 9,984,221 Yum! Brands shares in Q1 2015, an estimated $523M.
  • Carmignac Gestion first reported a position in Yum! Brands in Q2 2013 and held it in 7 quarters.
  • Carmignac Gestion's Yum! Brands position peaked at $1.05B in Q4 2013.
  • 824 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2015.

Based on Carmignac Gestion's 13F filing for Q1 2015, filed 11 May 2015.