BT
SYY icon

Beacon Trust’s Sysco SYY Stock Holding History

Beacon Trust’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
Q1 		$588K Buy
11,153
+747
+7% +$39.6K 0.09% 119
2016
Q4 		$576K Sell
10,406
-1,823
-15% -$94.7K 0.09% 121
2016
Q3 		$599K Sell
12,229
-905
-7% -$46.5K 0.1% 116
2016
Q2 		$667K Sell
13,134
-2,712
-17% -$131K 0.11% 116
2016
Q1 		$740K Sell
15,846
-1,561
-9% -$67.4K 0.13% 105
2015
Q4 		$714K Sell
17,407
-2,215
-11% -$90.8K 0.12% 111
2015
Q3 		$764K Sell
19,622
-621
-3% -$23.7K 0.13% 109
2015
Q2 		$731K Sell
20,243
-938
-4% -$35.1K 0.12% 110
2015
Q1 		$800K Sell
21,181
-320
-1% -$12.6K 0.12% 114
2014
Q4 		$853K Sell
21,501
-939
-4% -$36.4K 0.13% 115
2014
Q3 		$851K Buy
22,440
+1,927
+9% +$71.9K 0.14% 108
2014
Q2 		$768K Buy
20,513
+3,876
+23% +$142K 0.13% 112
2014
Q1 		$601K Buy
16,637
+51
+0.3% +$1.83K 0.1% 118
2013
Q4 		$599K Buy
16,586
+225
+1% +$7.61K 0.1% 117
2013
Q3 		$521K Buy
16,361
+1,537
+10% +$51.6K 0.1% 119
2013
Q2 		$507K Buy
+14,824
New +$510K 0.1% 121

Other funds holding SYY

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beacon Trust's SYY Position: Q1 2017 in Review

Beacon Trust increased its Sysco (SYY) stake by 7.2% in Q1 2017, buying an estimated $39.6K and bringing the position to 11,153 shares worth $588K. The position accounts for 0.09% of the portfolio, ranked #119.

Beacon Trust first reported a position in SYY in Q2 2013 and has held it in 16 quarters since. The position peaked at $853K in Q4 2014. 1,027 funds tracked by Wall St. Rank hold SYY as of Q1 2017.

  • Beacon Trust held 11,153 shares of Sysco worth $588K as of Q1 2017.
  • Beacon Trust bought 747 Sysco shares in Q1 2017, an estimated $39.6K.
  • Sysco made up 0.09% of Beacon Trust's portfolio in Q1 2017, its #119 holding.
  • Beacon Trust first reported a position in Sysco in Q2 2013 and has held it in 16 quarters since.
  • Beacon Trust's Sysco position peaked at $853K in Q4 2014.
  • 1,027 funds tracked by Wall St. Rank held Sysco as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.