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Jensen Investment Management’s Yum! Brands YUM Stock Holding History

Jensen Investment 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
2017
Q4 		– Sell
-9,710
Closed -$715K – 98
2017
Q3 		$715K Hold
9,710
– – 0.01% 43
2017
Q2 		$716K Buy
9,710
+1,890
+24% +$132K 0.01% 46
2017
Q1 		$500K Buy
7,820
+1,010
+15% +$65.8K 0.01% 63
2016
Q4 		$431K Buy
+6,810
New +$428K 0.01% 64

Other funds holding YUM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jensen Investment Management's YUM Position: Q4 2017 in Review

Jensen Investment Management sold out of Yum! Brands (YUM) in Q4 2017, closing a stake of 9,710 shares — an estimated $715K sold.

Jensen Investment Management first reported a position in YUM in Q4 2016 and held it in 4 quarters. The position peaked at $716K in Q2 2017. 914 funds tracked by Wall St. Rank hold YUM as of Q4 2017.

  • Jensen Investment Management reported no remaining Yum! Brands position as of Q4 2017 after selling out during the quarter.
  • Jensen Investment Management sold 9,710 Yum! Brands shares in Q4 2017, an estimated $715K.
  • Jensen Investment Management first reported a position in Yum! Brands in Q4 2016 and held it in 4 quarters.
  • Jensen Investment Management's Yum! Brands position peaked at $716K in Q2 2017.
  • 914 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2017.

Based on Jensen Investment Management's 13F filing for Q4 2017, filed 29 Jan 2018.