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User

Nelson Peltz

Trian Fund Management

Nelson Peltz Sotheby's stake

total: 34

Trian Fund Management BID trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2013 Q2 or earlier
Held for:
1+ quarters
Latest activity:
2013 Q3
According to 2026 Q2 report, Nelson Peltz doesn't hold any Sotheby's (BID) shares. Trian Fund Management has held BID since at least 2013 Q2 with about 2.07M shares in our earliest available record. Since at least 2013 Q2, Trian Fund Management has made 1 more transaction.

When did Nelson Peltz sell Sotheby's (BID)?

Nelson Peltz sold off the entire Sotheby's (BID) position in 2013 Q3.

Estimated cost basis*

Weighted AVG buy price:
$37.91
Weighted AVG sell price:
$37.91

Nelson Peltz's historical trades in Sotheby's

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2013 Q3
0.00%
$37.91
-100% (-2,074,182)
2013 Q2
1.55%
$37.91
new or own*
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.