Edgewood Management
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Edgewood Management’s Yum! Brands YUM Stock Holding History

Edgewood 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
2013
Q4 		– Sell
-6,086,162
Closed -$312M – 93
2013
Q3 		$312M Buy
6,086,162
+39,790
+0.7% +$2.06M 3.91% 15
2013
Q2 		$301M Buy
+6,046,372
New +$299M 4.06% 13

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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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Edgewood Management's YUM Position: Q4 2013 in Review

Edgewood Management sold out of Yum! Brands (YUM) in Q4 2013, closing a stake of 6,086,162 shares — an estimated $312M sold.

Edgewood Management first reported a position in YUM in Q2 2013 and held it in 2 quarters. The position peaked at $312M in Q3 2013. 779 funds tracked by Wall St. Rank hold YUM as of Q4 2013.

  • Edgewood Management reported no remaining Yum! Brands position as of Q4 2013 after selling out during the quarter.
  • Edgewood Management sold 6,086,162 Yum! Brands shares in Q4 2013, an estimated $312M.
  • Edgewood Management first reported a position in Yum! Brands in Q2 2013 and held it in 2 quarters.
  • Edgewood Management's Yum! Brands position peaked at $312M in Q3 2013.
  • 779 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2013.

Based on Edgewood Management's 13F filing for Q4 2013, filed 11 Feb 2014.