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W.P. Stewart & Co’s Yum! Brands YUM Stock Holding History

W.P. Stewart & Co’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
2013
Q3 		$96.7M Buy
1,883,766
+143,546
+8% +$7.44M 5.12% 13
2013
Q2 		$86.7M Buy
+1,740,220
New +$86.2M 4.62% 13

Other funds holding YUM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

W.P. Stewart & Co's YUM Position: Q3 2013 in Review

W.P. Stewart & Co increased its Yum! Brands (YUM) stake by 8.2% in Q3 2013, buying an estimated $7.44M and bringing the position to 1,883,766 shares worth $96.7M. The position accounts for 5.12% of the portfolio, ranked #13.

W.P. Stewart & Co first reported a position in YUM in Q2 2013 and has held it in 2 quarters since. 760 funds tracked by Wall St. Rank hold YUM as of Q3 2013.

  • W.P. Stewart & Co held 1,883,766 shares of Yum! Brands worth $96.7M as of Q3 2013.
  • W.P. Stewart & Co bought 143,546 Yum! Brands shares in Q3 2013, an estimated $7.44M.
  • Yum! Brands made up 5.12% of W.P. Stewart & Co's portfolio in Q3 2013, its #13 holding.
  • W.P. Stewart & Co first reported a position in Yum! Brands in Q2 2013 and has held it in 2 quarters since.
  • 760 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2013.

Based on W.P. Stewart & Co's 13F filing for Q3 2013, filed 14 Nov 2013.