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Robert N. Shapiro’s Yum! Brands YUM Stock Holding History

Robert N. Shapiro’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
Q4 		$282K Buy
5,383
+14
+0.3% +$729 0.06% 232
2014
Q3 		$278K Hold
5,369
– – 0.05% 242
2014
Q2 		$313K Hold
5,369
– – 0.06% 230
2014
Q1 		$290K Sell
5,369
-696
-11% -$36.7K 0.05% 229
2013
Q4 		$329K Sell
6,065
-1,043
-15% -$53.7K 0.06% 216
2013
Q3 		$365K Buy
7,108
+1,043
+17% +$54.1K 0.06% 196
2013
Q2 		$302K Buy
+6,065
New +$300K 0.06% 213

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Robert N. Shapiro's YUM Position: Q4 2014 in Review

Robert N. Shapiro increased its Yum! Brands (YUM) stake by 0.26% in Q4 2014, buying an estimated $729 and bringing the position to 5,383 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #232.

Robert N. Shapiro first reported a position in YUM in Q2 2013 and has held it in 7 quarters since. The position peaked at $365K in Q3 2013. 834 funds tracked by Wall St. Rank hold YUM as of Q4 2014.

  • Robert N. Shapiro held 5,383 shares of Yum! Brands worth $282K as of Q4 2014.
  • Robert N. Shapiro bought 14 Yum! Brands shares in Q4 2014, an estimated $729.
  • Yum! Brands made up 0.06% of Robert N. Shapiro's portfolio in Q4 2014, its #232 holding.
  • Robert N. Shapiro first reported a position in Yum! Brands in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Yum! Brands position peaked at $365K in Q3 2013.
  • 834 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.