Nelson Peltz
Trian Fund Management
Trian Fund Management Portfolio 13F
Nelson Peltz Holdings Activity
- Portfolio value:
- $6.94B≈ (-$3B≈)
- Previous value:
- $9.48B≈
- # of changes:
- 5
- New positions:
- 0
- Reported for:
- 31 Mar 2020 (Q1)
- Latest filing date:
- 15 May 2020
Trian Fund Management has disclosed a total of 5 changes to the portfolio in the (2020 Q1) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 3 position(s).
Warning: SEC insider reports detected for Trian Fund Management (real-time trades and ownership disclosures)
6 transactions as of 3 weeks ago
5 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
nVent Electric PLC
|
+0.03%
|
$16.87
|
+841.20%($158.78)
|
3.30%
|
2018 Q2
|
≈ 2.00 years
|
||||
|
|
GE Aerospace
|
+0.02%
|
$63.52
|
+449.43%($349.00)
|
7.35%
|
2015 Q2
|
≈ 5.00 years
|
||||
|
|
Procter & Gamble Company
|
-3.48%
|
$110.00
|
+33.61%($146.97)
|
49.20%
|
2016 Q4
|
≈ 3.50 years
|
||||
|
|
Mondelez International Inc
|
-15.84%
|
$50.08
|
+19.91%($60.05)
|
11.44%
|
2013 Q2 or earlier
|
≈ 7.00+ years
|
||||
|
|
BANK OF NEW YORK MELLON CORP
|
-20.18%
|
$33.68
|
+375.39%($160.11)
|
4.71%
|
2014 Q1
|
≈ 6.25 years
|
||||
* 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.