AHL Partners’s Sysco SYY Stock Holding History

AHL Partners’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
2017 Q4	$7.33M	Buy	120,737 +49,493	+69%	+$2.8M	0.11%	336
2017 Q3	$3.84M	Buy	71,244 +61,622	+640%	+$3.21M	0.07%	462
2017 Q2	$484K	Sell	9,622 -2,209	-19%	-$118K	0.01%	947
2017 Q1	$614K	Sell	11,831 -56,633	-83%	-$3M	0.01%	925
2016 Q4	$3.79M	Buy	68,464 +41,667	+155%	+$2.16M	0.12%	332
2016 Q3	$1.31M	Sell	26,797 -30,125	-53%	-$1.55M	0.05%	516
2016 Q2	$2.89M	Sell	56,922 -122,928	-68%	-$5.95M	0.16%	159
2016 Q1	$8.4M	Buy	+179,850	New	+$7.76M	0.53%	50
2015 Q2	–	Sell	-39,637	Closed	-$1.5M	–	887
2015 Q1	$1.5M	Sell	39,637 -114,873	-74%	-$4.53M	0.06%	530
2014 Q4	$6.13M	Buy	154,510 +81,510	+112%	+$3.16M	0.32%	6
2014 Q3	$2.77M	Buy	+73,000	New	+$2.72M	0.21%	187

Other funds holding SYY

TFM

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

AHL Partners's SYY Position: Q4 2017 in Review

AHL Partners increased its Sysco (SYY) stake by 69% in Q4 2017, buying an estimated $2.8M and bringing the position to 120,737 shares worth $7.33M. The position accounts for 0.11% of the portfolio, ranked #336.

AHL Partners first reported a position in SYY in Q3 2014 and has held it in 11 quarters since. The position peaked at $8.4M in Q1 2016. 1,114 funds tracked by Wall St. Rank hold SYY as of Q4 2017.

AHL Partners held 120,737 shares of Sysco worth $7.33M as of Q4 2017.
AHL Partners bought 49,493 Sysco shares in Q4 2017, an estimated $2.8M.
Sysco made up 0.11% of AHL Partners's portfolio in Q4 2017, its #336 holding.
AHL Partners first reported a position in Sysco in Q3 2014 and has held it in 11 quarters since.
AHL Partners's Sysco position peaked at $8.4M in Q1 2016.
1,114 funds tracked by Wall St. Rank held Sysco as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.