AIM
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Assured Investment Management’s Sysco SYY Stock Holding History

Assured 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
Q2 		– Sell
-7,877
Closed -$526K – 748
2019
Q1 		$526K Sell
7,877
-121,754
-94% -$7.92M 0.01% 563
2018
Q4 		$8.12M Sell
129,631
-26,549
-17% -$1.79M 0.23% 95
2018
Q3 		$11.4M Buy
156,180
+112,107
+254% +$8.08M 0.21% 82
2018
Q2 		$3.01M Sell
44,073
-226,376
-84% -$14.5M 0.06% 339
2018
Q1 		$16.2M Buy
270,449
+222,899
+469% +$13.5M 0.37% 43
2017
Q4 		$2.89M Buy
+47,550
New +$2.69M 0.06% 317
2017
Q3 		– Sell
-26,273
Closed -$1.32M – 683
2017
Q2 		$1.32M Buy
26,273
+2,642
+11% +$141K 0.03% 342
2017
Q1 		$1.23M Buy
23,631
+12,687
+116% +$672K 0.02% 253
2016
Q4 		$606K Sell
10,944
-15,832
-59% -$822K 0.01% 423
2016
Q3 		$1.31M Sell
26,776
-763
-3% -$39.2K 0.03% 255
2016
Q2 		$1.4M Buy
27,539
+19,302
+234% +$934K 0.03% 206
2016
Q1 		$385K Sell
8,237
-3,159
-28% -$136K 0.01% 383
2015
Q4 		$467K Sell
11,396
-1,716
-13% -$70.4K 0.01% 316
2015
Q3 		$511K Buy
+13,112
New +$500K 0.01% 353

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Assured Investment Management's SYY Position: Q2 2019 in Review

Assured Investment Management sold out of Sysco (SYY) in Q2 2019, closing a stake of 7,877 shares — an estimated $526K sold.

Assured Investment Management first reported a position in SYY in Q3 2015 and held it in 14 quarters. The position peaked at $16.2M in Q1 2018. 1,207 funds tracked by Wall St. Rank hold SYY as of Q2 2019.

  • Assured Investment Management reported no remaining Sysco position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 7,877 Sysco shares in Q2 2019, an estimated $526K.
  • Assured Investment Management first reported a position in Sysco in Q3 2015 and held it in 14 quarters.
  • Assured Investment Management's Sysco position peaked at $16.2M in Q1 2018.
  • 1,207 funds tracked by Wall St. Rank held Sysco as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.