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Boltwood Capital Management’s Sysco SYY Stock Holding History

Boltwood Capital 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
-135,750
Closed -$5.12M – 93
2015
Q1 		$5.12M Hold
135,750
– – 1.5% 22
2014
Q4 		$5.39M Buy
135,750
+16,000
+13% +$620K 1.54% 22
2014
Q3 		$4.54M Hold
119,750
– – 1.35% 26
2014
Q2 		$4.49M Sell
119,750
-2,750
-2% -$101K 1.32% 27
2014
Q1 		$4.43M Hold
122,500
– – 1.39% 25
2013
Q4 		$4.42M Hold
122,500
– – 1.45% 25
2013
Q3 		$3.9M Sell
122,500
-1,450
-1% -$48.6K 1.41% 24
2013
Q2 		$4.23M Buy
+123,950
New +$4.27M 1.74% 21

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

Boltwood Capital Management's SYY Position: Q2 2015 in Review

Boltwood Capital Management sold out of Sysco (SYY) in Q2 2015, closing a stake of 135,750 shares — an estimated $5.12M sold.

Boltwood Capital Management first reported a position in SYY in Q2 2013 and held it in 8 quarters. The position peaked at $5.39M in Q4 2014. 919 funds tracked by Wall St. Rank hold SYY as of Q2 2015.

  • Boltwood Capital Management reported no remaining Sysco position as of Q2 2015 after selling out during the quarter.
  • Boltwood Capital Management sold 135,750 Sysco shares in Q2 2015, an estimated $5.12M.
  • Boltwood Capital Management first reported a position in Sysco in Q2 2013 and held it in 8 quarters.
  • Boltwood Capital Management's Sysco position peaked at $5.39M in Q4 2014.
  • 919 funds tracked by Wall St. Rank held Sysco as of Q2 2015.

Based on Boltwood Capital Management's 13F filing for Q2 2015, filed 24 Jul 2015.