Bontempo Ohly Capital Management’s Sysco SYY Stock Holding History

Bontempo Ohly 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
2017 Q1	–	Sell	-40,418	Closed	-$2.24M	–	38
2016 Q4	$2.24M	Sell	40,418 -1,087	-3%	-$56.5K	1.83%	13
2016 Q3	$2.03M	Buy	41,505 +17	+0%	+$873	1.7%	15
2016 Q2	$2.1M	Sell	41,488 -830	-2%	-$40.2K	1.82%	14
2016 Q1	$1.98M	Buy	+42,318	New	+$1.83M	1.74%	15
2015 Q1	–	Sell	-43,571	Closed	-$1.73M	–	33
2014 Q4	$1.73M	Buy	+43,571	New	+$1.69M	1.67%	21

Other funds holding SYY

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bontempo Ohly Capital Management's SYY Position: Q1 2017 in Review

Bontempo Ohly Capital Management sold out of Sysco (SYY) in Q1 2017, closing a stake of 40,418 shares — an estimated $2.24M sold.

Bontempo Ohly Capital Management first reported a position in SYY in Q4 2014 and held it in 5 quarters. The position peaked at $2.24M in Q4 2016. 1,027 funds tracked by Wall St. Rank hold SYY as of Q1 2017.

Bontempo Ohly Capital Management reported no remaining Sysco position as of Q1 2017 after selling out during the quarter.
Bontempo Ohly Capital Management sold 40,418 Sysco shares in Q1 2017, an estimated $2.24M.
Bontempo Ohly Capital Management first reported a position in Sysco in Q4 2014 and held it in 5 quarters.
Bontempo Ohly Capital Management's Sysco position peaked at $2.24M in Q4 2016.
1,027 funds tracked by Wall St. Rank held Sysco as of Q1 2017.

Based on Bontempo Ohly Capital Management's 13F filing for Q1 2017, filed 15 May 2017.