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Shelter Insurance Profit Sharing’s Yum! Brands YUM Stock Holding History

Shelter Insurance Profit Sharing’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
Q1 		– Sell
-62,595
Closed -$3.4M – 47
2013
Q4 		$3.4M Hold
62,595
– – 1.42% 36
2013
Q3 		$3.21M Hold
62,595
– – 1.44% 35
2013
Q2 		$3.12M Buy
+62,595
New +$3.1M 1.41% 33

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shelter Insurance Profit Sharing's YUM Position: Q1 2014 in Review

Shelter Insurance Profit Sharing sold out of Yum! Brands (YUM) in Q1 2014, closing a stake of 62,595 shares — an estimated $3.4M sold.

Shelter Insurance Profit Sharing first reported a position in YUM in Q2 2013 and held it in 3 quarters. The position peaked at $3.4M in Q4 2013. 796 funds tracked by Wall St. Rank hold YUM as of Q1 2014.

  • Shelter Insurance Profit Sharing reported no remaining Yum! Brands position as of Q1 2014 after selling out during the quarter.
  • Shelter Insurance Profit Sharing sold 62,595 Yum! Brands shares in Q1 2014, an estimated $3.4M.
  • Shelter Insurance Profit Sharing first reported a position in Yum! Brands in Q2 2013 and held it in 3 quarters.
  • Shelter Insurance Profit Sharing's Yum! Brands position peaked at $3.4M in Q4 2013.
  • 796 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2014.

Based on Shelter Insurance Profit Sharing's 13F filing for Q1 2014, filed 2 May 2014.