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Stephen Mandel’s Yum! Brands YUM Stock Holding History

Stephen Mandel’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
2016
Q4 		– Sell
-8,715,733
Closed -$569M – 47
2016
Q3 		$569M Sell
8,715,733
-5,155,674
-37% -$329M 2.54% 19
2016
Q2 		$827M Buy
13,871,407
+11,767,424
+559% +$693M 3.82% 10
2016
Q1 		$124M Buy
+2,103,983
New +$110M 0.62% 35

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Stephen Mandel's YUM Position: Q4 2016 in Review

Stephen Mandel sold out of Yum! Brands (YUM) in Q4 2016, closing a stake of 8,715,733 shares — an estimated $569M sold.

Stephen Mandel first reported a position in YUM in Q1 2016 and held it in 3 quarters. The position peaked at $827M in Q2 2016. 832 funds tracked by Wall St. Rank hold YUM as of Q4 2016.

  • Stephen Mandel reported no remaining Yum! Brands position as of Q4 2016 after selling out during the quarter.
  • Stephen Mandel sold 8,715,733 Yum! Brands shares in Q4 2016, an estimated $569M.
  • Stephen Mandel first reported a position in Yum! Brands in Q1 2016 and held it in 3 quarters.
  • Stephen Mandel's Yum! Brands position peaked at $827M in Q2 2016.
  • 832 funds tracked by Wall St. Rank held Yum! Brands as of Q4 2016.

Based on Lone Pine Capital's 13F filing for Q4 2016, filed 14 Feb 2017.