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Bellwether Investment Group’s Sysco SYY Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-474
Closed -$25K – 545
2017
Q1 		$25K Sell
474
-117
-20% -$6.2K 0.07% 256
2016
Q4 		$33K Buy
+591
New +$30.7K 0.03% 345
2016
Q2 		$5K Buy
+100
New +$4.84K 0.01% 498

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

Bellwether Investment Group's SYY Position: Q2 2017 in Review

Bellwether Investment Group sold out of Sysco (SYY) in Q2 2017, closing a stake of 474 shares — an estimated $25K sold.

Bellwether Investment Group first reported a position in SYY in Q2 2016 and held it in 3 quarters. The position peaked at $33K in Q4 2016. 1,023 funds tracked by Wall St. Rank hold SYY as of Q2 2017.

  • Bellwether Investment Group reported no remaining Sysco position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 474 Sysco shares in Q2 2017, an estimated $25K.
  • Bellwether Investment Group first reported a position in Sysco in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Sysco position peaked at $33K in Q4 2016.
  • 1,023 funds tracked by Wall St. Rank held Sysco as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.