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Bell Bank’s Sysco SYY Stock Holding History

Bell Bank’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
2016
Q1 		– Sell
-6,190
Closed -$254K – 133
2015
Q4 		$254K Sell
6,190
-525
-8% -$21.5K 0.18% 102
2015
Q3 		$262K Sell
6,715
-800
-11% -$30.5K 0.21% 128
2015
Q2 		$271K Sell
7,515
-554
-7% -$20.7K 0.2% 130
2015
Q1 		$304K Sell
8,069
-690
-8% -$27.2K 0.21% 133
2014
Q4 		$348K Sell
8,759
-330
-4% -$12.8K 0.24% 133
2014
Q3 		$345K Sell
9,089
-700
-7% -$26.1K 0.25% 137
2014
Q2 		$367K Sell
9,789
-2,938
-23% -$108K 0.26% 138
2014
Q1 		$460K Sell
12,727
-5,045
-28% -$181K 0.31% 137
2013
Q4 		$642K Sell
17,772
-24,345
-58% -$823K 0.33% 135
2013
Q3 		$1.34M Sell
42,117
-4,272
-9% -$143K 0.47% 87
2013
Q2 		$1.58M Buy
+46,389
New +$1.6M 0.56% 77

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
State Street
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bell Bank's SYY Position: Q1 2016 in Review

Bell Bank sold out of Sysco (SYY) in Q1 2016, closing a stake of 6,190 shares — an estimated $254K sold.

Bell Bank first reported a position in SYY in Q2 2013 and held it in 11 quarters. The position peaked at $1.58M in Q2 2013. 951 funds tracked by Wall St. Rank hold SYY as of Q1 2016.

  • Bell Bank reported no remaining Sysco position as of Q1 2016 after selling out during the quarter.
  • Bell Bank sold 6,190 Sysco shares in Q1 2016, an estimated $254K.
  • Bell Bank first reported a position in Sysco in Q2 2013 and held it in 11 quarters.
  • Bell Bank's Sysco position peaked at $1.58M in Q2 2013.
  • 951 funds tracked by Wall St. Rank held Sysco as of Q1 2016.

Based on Bell Bank's 13F filing for Q1 2016, filed 12 May 2016.