Aris Wealth Services’s Sysco SYY Stock Holding History

Aris Wealth Services’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
2015 Q3	$25K	Hold	650	–	–	0.05%	146
2015 Q2	$23K	Hold	650	–	–	0.02%	299
2015 Q1	$25K	Buy	+650	New	+$25.6K	0.02%	294

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

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

YAM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Aris Wealth Services's SYY Position: Q3 2015 in Review

Aris Wealth Services held its Sysco (SYY) position steady in Q3 2015 at 650 shares worth $25K. The position accounts for 0.05% of the portfolio, ranked #146.

Aris Wealth Services first reported a position in SYY in Q1 2015 and has held it in 3 quarters since. 914 funds tracked by Wall St. Rank hold SYY as of Q3 2015.

Aris Wealth Services held 650 shares of Sysco worth $25K as of Q3 2015.
Aris Wealth Services left its Sysco share count unchanged in Q3 2015.
Sysco made up 0.05% of Aris Wealth Services's portfolio in Q3 2015, its #146 holding.
Aris Wealth Services first reported a position in Sysco in Q1 2015 and has held it in 3 quarters since.
914 funds tracked by Wall St. Rank held Sysco as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.