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Hirtle Callaghan & Co’s Yum! Brands YUM Stock Holding History

Hirtle Callaghan & Co’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
-106
Closed -$6K – 378
2014
Q4 		$6K Sell
106
-21
-17% -$1.09K ﹤0.01% 457
2014
Q3 		$7K Sell
127
-11
-8% -$585 ﹤0.01% 493
2014
Q2 		$8K Hold
138
– – ﹤0.01% 518
2014
Q1 		$7K Buy
138
+106
+331% +$5.58K ﹤0.01% 516
2013
Q4 		$2K Sell
32
-3
-9% -$154 ﹤0.01% 549
2013
Q3 		$2K Buy
+35
New +$1.81K ﹤0.01% 560

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 $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $4.47B AUM 4.2% 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 $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Hirtle Callaghan & Co's YUM Position: Q1 2015 in Review

Hirtle Callaghan & Co sold out of Yum! Brands (YUM) in Q1 2015, closing a stake of 106 shares — an estimated $6K sold.

Hirtle Callaghan & Co first reported a position in YUM in Q3 2013 and held it in 6 quarters. The position peaked at $8K in Q2 2014. 825 funds tracked by Wall St. Rank hold YUM as of Q1 2015.

  • Hirtle Callaghan & Co reported no remaining Yum! Brands position as of Q1 2015 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 106 Yum! Brands shares in Q1 2015, an estimated $6K.
  • Hirtle Callaghan & Co first reported a position in Yum! Brands in Q3 2013 and held it in 6 quarters.
  • Hirtle Callaghan & Co's Yum! Brands position peaked at $8K in Q2 2014.
  • 825 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2015.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2015, filed 15 May 2015.