TFM
BID

Trian Fund Management’s Sotheby's BID Stock Holding History

Trian Fund Management’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,074,182
Closed -$78.6M – 12
2013
Q2 		$78.6M Buy
+2,074,182
New +$75.6M 1.55% 10

Other funds holding BID

TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Trian Fund Management's BID Position: Q3 2013 in Review

Trian Fund Management sold out of Sotheby's (BID) in Q3 2013, closing a stake of 2,074,182 shares — an estimated $78.6M sold.

Trian Fund Management first reported a position in BID in Q2 2013 and held it in 1 quarter. The position peaked at $78.6M in Q2 2013. 232 funds tracked by Wall St. Rank hold BID as of Q3 2013.

  • Trian Fund Management reported no remaining Sotheby's position as of Q3 2013 after selling out during the quarter.
  • Trian Fund Management sold 2,074,182 Sotheby's shares in Q3 2013, an estimated $78.6M.
  • Trian Fund Management first reported a position in Sotheby's in Q2 2013 and held it in 1 quarter.
  • Trian Fund Management's Sotheby's position peaked at $78.6M in Q2 2013.
  • 232 funds tracked by Wall St. Rank held Sotheby's as of Q3 2013.

Based on Trian Fund Management's 13F filing for Q3 2013, filed 14 Nov 2013.