FM
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Family Management’s Yum! Brands YUM Stock Holding History

Family 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
2014
Q3 		– Sell
-122,530
Closed -$7.15M – 99
2014
Q2 		$7.15M Sell
122,530
-592
-0.5% -$32.9K 3.48% 5
2014
Q1 		$6.67M Buy
123,122
+16,989
+16% +$895K 3.47% 4
2013
Q4 		$5.77M Buy
106,133
+23,438
+28% +$1.21M 3.32% 6
2013
Q3 		$4.24M Buy
82,695
+65,899
+392% +$3.42M 2.74% 14
2013
Q2 		$837K Buy
+16,796
New +$832K 0.51% 45

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return