Nelson Peltz’s Sotheby's BID Stock Holding History

Nelson Peltz’s Portfolio BID Stock Details BID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-2,074,182	Closed	-$78.6M	–	12
2013 Q2	$78.6M	Buy	+2,074,182	New	+$75.6M	1.55%	10

Other funds holding BID

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

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

MCM

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Nelson Peltz's BID Position: Q3 2013 in Review

Nelson Peltz sold out of Sotheby's (BID) in Q3 2013, closing a stake of 2,074,182 shares — an estimated $78.6M sold.

Nelson Peltz first reported a position in BID in Q2 2013 and held it in 1 quarter. The position peaked at $78.6M in Q2 2013. 232 funds tracked by Wall St. Rank hold BID as of Q3 2013.

Nelson Peltz reported no remaining Sotheby's position as of Q3 2013 after selling out during the quarter.
Nelson Peltz sold 2,074,182 Sotheby's shares in Q3 2013, an estimated $78.6M.
Nelson Peltz first reported a position in Sotheby's in Q2 2013 and held it in 1 quarter.
Nelson Peltz's Sotheby's position peaked at $78.6M in Q2 2013.
232 funds tracked by Wall St. Rank held Sotheby's as of Q3 2013.

Based on Trian Fund Management's 13F filing for Q3 2013, filed 14 Nov 2013.