Cavalier Investments’s Sysco SYY Stock Holding History

Cavalier Investments’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
2019 Q1	–	Sell	-1,379	Closed	-$86K	–	164
2018 Q4	$86K	Buy	+1,379	New	+$93K	0.03%	154
2018 Q2	–	Sell	-1,512	Closed	-$91K	–	194
2018 Q1	$91K	Buy	+1,512	New	+$91.5K	0.03%	154
2017 Q1	–	Sell	-9,157	Closed	-$507K	–	181
2016 Q4	$507K	Sell	9,157 -8,000	-47%	-$416K	0.33%	57
2016 Q3	$780K	Buy	17,157 +11,657	+212%	+$599K	0.47%	50
2016 Q2	$279K	Buy	+5,500	New	+$266K	0.16%	98

Other funds holding SYY

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

TFM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cavalier Investments's SYY Position: Q1 2019 in Review

Cavalier Investments sold out of Sysco (SYY) in Q1 2019, closing a stake of 1,379 shares — an estimated $86K sold.

Cavalier Investments first reported a position in SYY in Q2 2016 and held it in 5 quarters. The position peaked at $780K in Q3 2016. 1,224 funds tracked by Wall St. Rank hold SYY as of Q1 2019.

Cavalier Investments reported no remaining Sysco position as of Q1 2019 after selling out during the quarter.
Cavalier Investments sold 1,379 Sysco shares in Q1 2019, an estimated $86K.
Cavalier Investments first reported a position in Sysco in Q2 2016 and held it in 5 quarters.
Cavalier Investments's Sysco position peaked at $780K in Q3 2016.
1,224 funds tracked by Wall St. Rank held Sysco as of Q1 2019.

Based on Cavalier Investments's 13F filing for Q1 2019, filed 3 May 2019.