SMI
YUM icon

Shelter Mutual Insurance’s Yum! Brands YUM Stock Holding History

Shelter Mutual Insurance’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
Q2 		– Sell
-30,491
Closed -$1.65M – 48
2014
Q1 		$1.65M Sell
30,491
-61,343
-67% -$3.23M 0.45% 45
2013
Q4 		$4.99M Hold
91,834
– – 1.32% 37
2013
Q3 		$4.71M Hold
91,834
– – 1.35% 37
2013
Q2 		$4.58M Buy
+91,834
New +$4.55M 1.35% 39

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Shelter Mutual Insurance's YUM Position: Q2 2014 in Review

Shelter Mutual Insurance sold out of Yum! Brands (YUM) in Q2 2014, closing a stake of 30,491 shares — an estimated $1.65M sold.

Shelter Mutual Insurance first reported a position in YUM in Q2 2013 and held it in 4 quarters. The position peaked at $4.99M in Q4 2013. 811 funds tracked by Wall St. Rank hold YUM as of Q2 2014.

  • Shelter Mutual Insurance reported no remaining Yum! Brands position as of Q2 2014 after selling out during the quarter.
  • Shelter Mutual Insurance sold 30,491 Yum! Brands shares in Q2 2014, an estimated $1.65M.
  • Shelter Mutual Insurance first reported a position in Yum! Brands in Q2 2013 and held it in 4 quarters.
  • Shelter Mutual Insurance's Yum! Brands position peaked at $4.99M in Q4 2013.
  • 811 funds tracked by Wall St. Rank held Yum! Brands as of Q2 2014.

Based on Shelter Mutual Insurance's 13F filing for Q2 2014, filed 22 Jul 2014.