Nelson Peltz - Trian Fund Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2020
≡ MDLZ - Mondelez International Reduce 15.84% 2,983,025 2.15
≡ BK - Bank of New York Mellon Corp. Reduce 20.18% 2,453,278 1.19
Q4  2019
≡ SYY - Sysco Corp. Add 0.02% 4,540 0.00
≡ GE - GE Aerospace Add 0.00% 4 0.00
≡ MDLZ - Mondelez International Add 0.00% 47 0.00
≡ PG - Procter & Gamble Reduce 12.22% 4,475,930 5.89
Q3  2019
≡ LM - Legg Mason Add 0.10% 3,930 0.00
≡ GE - GE Aerospace Add 0.01% 1,202 0.00
≡ MDLZ - Mondelez International Add 0.00% 42 0.00
≡ PG - Procter & Gamble Add 0.00% 14 0.00
≡ BK - Bank of New York Mellon Corp. Reduce 3.70% 467,215 0.22
≡ WEN - Wendy's Co. Reduce 6.99% 2,000,000 0.42
≡ PPG - PPG Industries Sell 100.00% 4,224,826 5.20
Q2  2019
≡ SYY - Sysco Corp. Add 2.11% 489,566 0.37
≡ MDLZ - Mondelez International Add 0.02% 3,406 0.00
≡ LM - Legg Mason Buy 3,877,774 1.57
≡ PG - Procter & Gamble Reduce 0.19% 71,485 0.08
≡ BK - Bank of New York Mellon Corp. Reduce 4.67% 618,606 0.29
≡ GE - GE Aerospace Reduce 9.39% 831,860 0.74
≡ NVT - nVent Electric plc Reduce 22.86% 4,016,812 1.05
≡ PPG - PPG Industries Reduce 29.38% 1,757,804 2.16
Q1  2019
≡ NVT - nVent Electric plc Add 0.03% 5,775 0.00
≡ GE - GE Aerospace Add 0.01% 855 0.00
≡ MDLZ - Mondelez International Add 0.00% 34 0.00
≡ PG - Procter & Gamble Reduce 3.19% 1,208,738 1.35
≡ WEN - Wendy's Co. Reduce 9.48% 3,000,000 0.57
≡ PPG - PPG Industries Reduce 14.65% 1,026,782 1.24
≡ BK - Bank of New York Mellon Corp. Reduce 17.96% 2,898,936 1.57
≡ SYY - Sysco Corp. Reduce 18.10% 5,121,873 3.66
≡ PNR - Pentair plc Sell 100.00% 8,580,717 3.51
Q4  2018
≡ PPG - PPG Industries Add 69.18% 2,866,150 3.17
≡ PG - Procter & Gamble Add 0.01% 2,145 0.00
≡ BK - Bank of New York Mellon Corp. Add 0.00% 181 0.00
≡ GE - GE Aerospace Add 0.00% 12 0.00
≡ MDLZ - Mondelez International Add 0.00% 63 0.00
≡ SYY - Sysco Corp. Reduce 24.84% 9,352,783 6.34
≡ PNR - Pentair plc Reduce 28.71% 3,455,865 1.41
Q3  2018
≡ PPG - PPG Industries Add 59.75% 1,549,742 1.63
≡ GE - GE Aerospace Add 0.01% 510 0.00
≡ MDLZ - Mondelez International Add 0.00% 93 0.00
≡ SYY - Sysco Corp. Reduce 11.53% 4,905,556 3.48
≡ PNR - Pentair plc Reduce 12.39% 1,702,862 0.71
Q2  2018
≡ MDLZ - Mondelez International Add 0.02% 4,620 0.00
≡ BK - Bank of New York Mellon Corp. Add 0.01% 2,346 0.00
≡ GE - GE Aerospace Add 0.01% 914 0.00
≡ NVT - nVent Electric plc Buy 17,562,998 4.28
≡ PPG - PPG Industries Buy 2,593,520 2.61
≡ SYY - Sysco Corp. Reduce 5.08% 2,278,393 1.51
≡ WEN - Wendy's Co. Reduce 7.07% 2,405,292 0.40
≡ PNR - Pentair plc Reduce 10.85% 1,672,138 0.68
Q1  2018
≡ BK - Bank of New York Mellon Corp. Add 2.28% 360,164 0.19
≡ SYY - Sysco Corp. Add 0.77% 341,590 0.21
≡ GE - GE Aerospace Add 0.00% 345 0.00
≡ PNR - Pentair plc Reduce 0.00% 225 0.00
≡ WEN - Wendy's Co. Reduce 12.81% 5,000,000 0.89
≡ MDLZ - Mondelez International Reduce 55.72% 23,684,641 9.97
Q4  2017
≡ PNR - Pentair plc Add 1.39% 210,876 0.13
≡ SYY - Sysco Corp. Add 0.01% 6,528 0.00
≡ BK - Bank of New York Mellon Corp. Reduce 29.49% 6,599,057 3.01
≡ DD - DuPont de Nemours Inc. Sell 100.00% 12,526,545 6.68
Q3  2017
≡ SYY - Sysco Corp. Add 1.18% 517,939 0.22
≡ PG - Procter & Gamble Add 0.79% 296,609 0.21
≡ MDLZ - Mondelez International Add 0.00% 78 0.00
≡ DD - DuPont de Nemours Inc. Buy 12,526,545 6.68
≡ BK - Bank of New York Mellon Corp. Reduce 30.89% 10,000,000 4.08
≡ DD-OLD - Du Pont (E.I.) OLD Sell 100.00% 9,390,689 5.71
Q2  2017
≡ PNR - Pentair plc Add 6.02% 862,769 0.43
≡ GE - GE Aerospace Add 2.72% 234,250 0.38
≡ PG - Procter & Gamble Add 2.43% 893,157 0.59
≡ BK - Bank of New York Mellon Corp. Add 0.01% 2,833 0.00
≡ SYY - Sysco Corp. Add 0.00% 750 0.00
≡ MDLZ - Mondelez International Reduce 3.91% 1,727,450 0.56
≡ WEN - Wendy's Co. Reduce 12.35% 5,500,000 0.64
Q1  2017
≡ PG - Procter & Gamble Add 472.28% 30,302,571 20.42
≡ GE - GE Aerospace Add 2.31% 194,742 0.35
≡ PNR - Pentair plc Add 0.01% 1,122 0.00
≡ MDLZ - Mondelez International Add 0.00% 119 0.00
≡ SYY - Sysco Corp. Add 0.00% 720 0.00
≡ DD-OLD - Du Pont (E.I.) OLD Reduce 36.69% 5,442,568 3.28
Q4  2016
≡ WEN - Wendy's Co. Add 9.18% 3,743,384 0.46
≡ SYY - Sysco Corp. Add 0.02% 6,658 0.00
≡ BK - Bank of New York Mellon Corp. Add 0.00% 30 0.00
≡ PG - Procter & Gamble Buy 6,416,284 4.86
≡ GE - GE Aerospace Reduce 7.17% 650,625 1.48
≡ MDLZ - Mondelez International Reduce 7.91% 3,799,950 1.52
≡ DD-OLD - Du Pont (E.I.) OLD Reduce 15.00% 2,617,634 1.73
Q3  2016
≡ BK - Bank of New York Mellon Corp. Add 0.47% 152,027 0.06
≡ SYY - Sysco Corp. Add 0.00% 762 0.00
≡ GE - GE Aerospace Reduce 2.87% 267,808 0.62
≡ DD-OLD - Du Pont (E.I.) OLD Reduce 9.30% 1,788,488 1.17
Q2  2016
≡ SYY - Sysco Corp. Add 1.60% 693,744 0.34
≡ BK - Bank of New York Mellon Corp. Add 1.24% 393,866 0.15
≡ GE - GE Aerospace Add 0.70% 65,165 0.16
≡ MDLZ - Mondelez International Add 0.01% 3,740 0.00
≡ PNR - Pentair plc Add 0.01% 1,152 0.00
≡ DD-OLD - Du Pont (E.I.) OLD Reduce 6.08% 1,245,883 0.77
≡ LM - Legg Mason Sell 100.00% 11,039,896 3.69
≡ TIF - Tiffany & Co. Sell 100.00% 14,260 0.01
Q1  2016
≡ PNR - Pentair plc Add 4.78% 654,011 0.34
≡ BK - Bank of New York Mellon Corp. Add 2.88% 891,217 0.32