Evercore Trust Company’s Yum! Brands YUM Stock Holding History

Evercore Trust Company’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 Q4	–	Sell	-2,142,034	Closed	-$158M	–	45
2017 Q3	$158M	Sell	2,142,034 -59,199	-3%	-$4.45M	0.46%	22
2017 Q2	$162M	Sell	2,201,233 -36,037	-2%	-$2.51M	0.5%	22
2017 Q1	$143M	Sell	2,237,270 -48,264	-2%	-$3.14M	0.44%	22
2016 Q4	$145M	Sell	2,285,534 -1,039,240	-31%	-$65.3M	0.46%	24
2016 Q3	$217M	Sell	3,324,774 -142,736	-4%	-$9.11M	0.71%	18
2016 Q2	$207M	Sell	3,467,510 -54,154	-2%	-$3.19M	0.66%	19
2016 Q1	$207M	Sell	3,521,664 -39,692	-1%	-$2.08M	0.68%	19
2015 Q4	$187M	Sell	3,561,356 -4,573	-0.1%	-$239K	0.69%	17
2015 Q3	$205M	Buy	+3,565,929	New	+$216M	0.78%	17
2015 Q2	–	Sell	-3,731,714	Closed	-$211M	–	37
2015 Q1	$211M	Sell	3,731,714 -134,917	-3%	-$7.37M	0.74%	15
2014 Q4	$203M	Sell	3,866,631 -89,814	-2%	-$4.68M	0.72%	15
2014 Q3	$205M	Sell	3,956,445 -72,677	-2%	-$3.87M	0.75%	14
2014 Q2	$235M	Sell	4,029,122 -108,768	-3%	-$6.05M	0.84%	12
2014 Q1	$224M	Sell	4,137,890 -64,961	-2%	-$3.42M	0.81%	13
2013 Q4	$228M	Sell	4,202,851 -273,194	-6%	-$14.1M	0.82%	12
2013 Q3	$230M	Sell	4,476,045 -159,385	-3%	-$8.27M	0.86%	11
2013 Q2	$231M	Buy	+4,635,430	New	+$230M	0.89%	11

Other funds holding YUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Evercore Trust Company's YUM Position: Q4 2017 in Review

Evercore Trust Company sold out of Yum! Brands (YUM) in Q4 2017, closing a stake of 2,142,034 shares — an estimated $158M sold.

Evercore Trust Company first reported a position in YUM in Q2 2013 and held it in 17 quarters. The position peaked at $235M in Q2 2014. 913 funds tracked by Wall St. Rank hold YUM as of Q4 2017.

Evercore Trust Company reported no remaining Yum! Brands position as of Q4 2017 after selling out during the quarter.
Evercore Trust Company sold 2,142,034 Yum! Brands shares in Q4 2017, an estimated $158M.
Evercore Trust Company first reported a position in Yum! Brands in Q2 2013 and held it in 17 quarters.
Evercore Trust Company's Yum! Brands position peaked at $235M in Q2 2014.
913 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2017.

Based on Evercore Trust Company's 13F filing for Q4 2017.