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Stillwater Investment Management (California)’s Yum! Brands YUM Stock Holding History

Stillwater Investment Management (California)’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
Q3 		– Sell
-153,984
Closed -$9.18M – 56
2016
Q2 		$9.18M Sell
153,984
-133,397
-46% -$7.86M 5.27% 8
2016
Q1 		$16.9M Sell
287,381
-156,209
-35% -$8.2M 4.43% 9
2015
Q4 		$23.3M Buy
+443,590
New +$23.2M 5.25% 5

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Stillwater Investment Management (California)'s YUM Position: Q3 2016 in Review

Stillwater Investment Management (California) sold out of Yum! Brands (YUM) in Q3 2016, closing a stake of 153,984 shares — an estimated $9.18M sold.

Stillwater Investment Management (California) first reported a position in YUM in Q4 2015 and held it in 3 quarters. The position peaked at $23.3M in Q4 2015. 871 funds tracked by Wall St. Rank hold YUM as of Q3 2016.

  • Stillwater Investment Management (California) reported no remaining Yum! Brands position as of Q3 2016 after selling out during the quarter.
  • Stillwater Investment Management (California) sold 153,984 Yum! Brands shares in Q3 2016, an estimated $9.18M.
  • Stillwater Investment Management (California) first reported a position in Yum! Brands in Q4 2015 and held it in 3 quarters.
  • Stillwater Investment Management (California)'s Yum! Brands position peaked at $23.3M in Q4 2015.
  • 871 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2016.

Based on Stillwater Investment Management (California)'s 13F filing for Q3 2016, filed 10 Nov 2016.