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UBS’s Yum! Brands YUM Stock Holding History

UBS’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
Q3 		$7.09M Sell
137,115
-930,895
-87% -$49.5M 0.01% 1713
2014
Q2 		$62.3M Buy
1,068,010
+717,756
+205% +$39.9M 0.05% 371
2014
Q1 		$19M Buy
350,254
+224,368
+178% +$11.8M 0.02% 827
2013
Q4 		$6.84M Buy
125,886
+140
+0.1% +$7.2K 0.01% 1583
2013
Q3 		$6.45M Buy
125,746
+15,718
+14% +$815K 0.01% 1494
2013
Q2 		$5.49M Buy
+110,028
New +$5.45M 0.01% 1538

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $4.47B AUM 4.2% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS's YUM Position: Q3 2014 in Review

UBS increased its Yum! Brands (YUM) stake by 15% in Q3 2014, buying an estimated $57.3M and bringing the position to 8,191,884 shares worth $424M. The position accounts for 0.31% of the portfolio, ranked #58.

UBS first reported a position in YUM in Q2 2013 and has held it in 6 quarters since. 799 funds tracked by Wall St. Rank hold YUM as of Q3 2014.

  • UBS held 8,191,884 shares of Yum! Brands worth $424M as of Q3 2014.
  • UBS bought 1,077,302 Yum! Brands shares in Q3 2014, an estimated $57.3M.
  • Yum! Brands made up 0.31% of UBS's portfolio in Q3 2014, its #58 holding.
  • UBS first reported a position in Yum! Brands in Q2 2013 and has held it in 6 quarters since.
  • 799 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.