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Beach Investment Management’s Sysco SYY Stock Holding History

Beach 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
2015
Q2 		– Sell
-10,080
Closed -$380K – 59
2015
Q1 		$380K Buy
+10,080
New +$397K 0.56% 48

Other funds holding SYY

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Beach Investment Management's SYY Position: Q2 2015 in Review

Beach Investment Management sold out of Sysco (SYY) in Q2 2015, closing a stake of 10,080 shares — an estimated $380K sold.

Beach Investment Management first reported a position in SYY in Q1 2015 and held it in 1 quarter. The position peaked at $380K in Q1 2015. 920 funds tracked by Wall St. Rank hold SYY as of Q2 2015.

  • Beach Investment Management reported no remaining Sysco position as of Q2 2015 after selling out during the quarter.
  • Beach Investment Management sold 10,080 Sysco shares in Q2 2015, an estimated $380K.
  • Beach Investment Management first reported a position in Sysco in Q1 2015 and held it in 1 quarter.
  • Beach Investment Management's Sysco position peaked at $380K in Q1 2015.
  • 920 funds tracked by Wall St. Rank held Sysco as of Q2 2015.

Based on Beach Investment Management's 13F filing for Q2 2015, filed 5 Aug 2015.