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Sphera Funds Management’s Yum! Brands YUM Stock Holding History

Sphera Funds Management’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 		– Sell
-55,515
Closed -$2.87M – 149
2014
Q3 		$2.87M Sell
55,515
-22,983
-29% -$1.22M 0.35% 69
2014
Q2 		$4.58M Buy
+78,498
New +$4.37M 1.13% 23

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

Sphera Funds Management's YUM Position: Q4 2014 in Review

Sphera Funds Management sold out of Yum! Brands (YUM) in Q4 2014, closing a stake of 55,515 shares — an estimated $2.87M sold.

Sphera Funds Management first reported a position in YUM in Q2 2014 and held it in 2 quarters. The position peaked at $4.58M in Q2 2014. 834 funds tracked by Wall St. Rank hold YUM as of Q4 2014.

  • Sphera Funds Management reported no remaining Yum! Brands position as of Q4 2014 after selling out during the quarter.
  • Sphera Funds Management sold 55,515 Yum! Brands shares in Q4 2014, an estimated $2.87M.
  • Sphera Funds Management first reported a position in Yum! Brands in Q2 2014 and held it in 2 quarters.
  • Sphera Funds Management's Yum! Brands position peaked at $4.58M in Q2 2014.
  • 834 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2014.

Based on Sphera Funds Management's 13F filing for Q4 2014, filed 12 Feb 2015.