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Carlson Capital’s Sysco SYY Stock Holding History

Carlson Capital’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
Q4 		– Sell
-1,543
Closed -$208K – 331
2016
Q3 		$208K Buy
+1,543
New +$79.2K ﹤0.01% 259

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Carlson Capital's SYY Position: Q4 2017 in Review

Carlson Capital sold out of Sysco (SYY) in Q4 2017, closing a stake of 364,600 shares — an estimated $19.7M sold.

Carlson Capital first reported a position in SYY in Q4 2013 and held it in 5 quarters. The position peaked at $43M in Q2 2017. 1,114 funds tracked by Wall St. Rank hold SYY as of Q4 2017.

  • Carlson Capital reported no remaining Sysco position as of Q4 2017 after selling out during the quarter.
  • Carlson Capital sold 364,600 Sysco shares in Q4 2017, an estimated $19.7M.
  • Carlson Capital first reported a position in Sysco in Q4 2013 and held it in 5 quarters.
  • Carlson Capital's Sysco position peaked at $43M in Q2 2017.
  • 1,114 funds tracked by Wall St. Rank held Sysco as of Q4 2017.

Based on Carlson Capital's 13F filing for Q4 2017, filed 14 Feb 2018.