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Relational Investors’s Yum! Brands YUM Stock Holding History

Relational Investors’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
-1,598,991
Closed -$93.3M – 18
2014
Q2 		$93.3M Buy
1,598,991
+139
+0% +$7.73K 1.42% 16
2014
Q1 		$86.7M Buy
+1,598,852
New +$84.2M 1.39% 18

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Relational Investors's YUM Position: Q3 2014 in Review

Relational Investors sold out of Yum! Brands (YUM) in Q3 2014, closing a stake of 1,598,991 shares — an estimated $93.3M sold.

Relational Investors first reported a position in YUM in Q1 2014 and held it in 2 quarters. The position peaked at $93.3M in Q2 2014. 799 funds tracked by Wall St. Rank hold YUM as of Q3 2014.

  • Relational Investors reported no remaining Yum! Brands position as of Q3 2014 after selling out during the quarter.
  • Relational Investors sold 1,598,991 Yum! Brands shares in Q3 2014, an estimated $93.3M.
  • Relational Investors first reported a position in Yum! Brands in Q1 2014 and held it in 2 quarters.
  • Relational Investors's Yum! Brands position peaked at $93.3M in Q2 2014.
  • 799 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2014.

Based on Relational Investors's 13F filing for Q3 2014, filed 14 Nov 2014.