Boston Private Bank & Trust’s Sysco SYY Stock Holding History

Boston Private Bank & 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
2015 Q1	$328K	Buy	8,704 +600	+7%	+$23.6K	0.02%	338
2014 Q4	$322K	Sell	8,104 -1,000	-11%	-$38.8K	0.01%	342
2014 Q3	$345K	Buy	9,104 +1,000	+12%	+$37.3K	0.02%	337
2014 Q2	$303K	Buy	8,104 +50	+0.6%	+$1.84K	0.01%	343
2014 Q1	$291K	Buy	8,054 +140	+2%	+$5.03K	0.01%	351
2013 Q4	$286K	Sell	7,914 -115	-1%	-$3.89K	0.01%	355
2013 Q3	$256K	Hold	8,029	–	–	0.01%	353
2013 Q2	$274K	Buy	+8,029	New	+$276K	0.02%	333

Other funds holding SYY

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Boston Private Bank & Trust's SYY Position: Q1 2015 in Review

Boston Private Bank & Trust increased its Sysco (SYY) stake by 7.4% in Q1 2015, buying an estimated $23.6K and bringing the position to 8,704 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #338.

Boston Private Bank & Trust first reported a position in SYY in Q2 2013 and has held it in 8 quarters since. The position peaked at $345K in Q3 2014. 938 funds tracked by Wall St. Rank hold SYY as of Q1 2015.

Boston Private Bank & Trust held 8,704 shares of Sysco worth $328K as of Q1 2015.
Boston Private Bank & Trust bought 600 Sysco shares in Q1 2015, an estimated $23.6K.
Sysco made up 0.02% of Boston Private Bank & Trust's portfolio in Q1 2015, its #338 holding.
Boston Private Bank & Trust first reported a position in Sysco in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Sysco position peaked at $345K in Q3 2014.
938 funds tracked by Wall St. Rank held Sysco as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.