Advantage Investment Management’s Sysco SYY Stock Holding History

Advantage Investment Management’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$79K	Hold	1,000	–	–	0.06%	265
2019 Q2	$71K	Hold	1,000	–	–	0.05%	283
2019 Q1	$67K	Hold	1,000	–	–	0.05%	292
2018 Q4	$63K	Hold	1,000	–	–	0.05%	305
2018 Q3	$73K	Hold	1,000	–	–	0.05%	327
2018 Q2	$68K	Hold	1,000	–	–	0.05%	319
2018 Q1	$60K	Sell	1,000 -300	-23%	-$18.2K	0.02%	355
2017 Q4	$79K	Hold	1,300	–	–	0.02%	329
2017 Q3	$70K	Hold	1,300	–	–	0.02%	329
2017 Q2	$65K	Hold	1,300	–	–	0.02%	310
2017 Q1	$68K	Hold	1,300	–	–	0.03%	282
2016 Q4	$72K	Sell	1,300 -1,678	-56%	-$87.2K	0.03%	266
2016 Q3	$146K	Buy	2,978 +73	+3%	+$3.75K	0.05%	168
2016 Q2	$147K	Hold	2,905	–	–	0.07%	171
2016 Q1	$136K	Hold	2,905	–	–	0.06%	176
2015 Q4	$119K	Sell	2,905 -148	-5%	-$6.07K	0.06%	202
2015 Q3	$119K	Buy	3,053 +300	+11%	+$11.4K	0.07%	184
2015 Q2	$99K	Buy	2,753 +1,753	+175%	+$65.6K	0.05%	245
2015 Q1	$38K	Hold	1,000	–	–	0.02%	363
2014 Q4	$40K	Buy	+1,000	New	+$38.8K	0.03%	336

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Advantage Investment Management's SYY Position: Q3 2019 in Review

Advantage Investment Management held its Sysco (SYY) position steady in Q3 2019 at 1,000 shares worth $79K. The position accounts for 0.06% of the portfolio, ranked #265.

Advantage Investment Management first reported a position in SYY in Q4 2014 and has held it in 20 quarters since. The position peaked at $147K in Q2 2016. 1,227 funds tracked by Wall St. Rank hold SYY as of Q3 2019.

Advantage Investment Management held 1,000 shares of Sysco worth $79K as of Q3 2019.
Advantage Investment Management left its Sysco share count unchanged in Q3 2019.
Sysco made up 0.06% of Advantage Investment Management's portfolio in Q3 2019, its #265 holding.
Advantage Investment Management first reported a position in Sysco in Q4 2014 and has held it in 20 quarters since.
Advantage Investment Management's Sysco position peaked at $147K in Q2 2016.
1,227 funds tracked by Wall St. Rank held Sysco as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.