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Cerity Partners OCIO’s Sysco SYY Stock Holding History

Cerity Partners OCIO’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
2018
Q1 		– Sell
-17,325
Closed -$1.05M – 277
2017
Q4 		$1.05M Buy
17,325
+40
+0.2% +$2.27K 0.07% 122
2017
Q3 		$933K Buy
17,285
+12
+0.1% +$624 0.06% 118
2017
Q2 		$869K Buy
17,273
+1,155
+7% +$61.7K 0.07% 121
2017
Q1 		$837K Buy
+16,118
New +$854K 0.07% 142
2015
Q1 		– Sell
-17,755
Closed -$705K – 238
2014
Q4 		$705K Buy
17,755
+2,566
+17% +$99.5K 0.09% 102
2014
Q3 		$576K Buy
15,189
+3,302
+28% +$123K 0.08% 108
2014
Q2 		$445K Buy
11,887
+2,131
+22% +$78.3K 0.06% 114
2014
Q1 		$352K Buy
+9,756
New +$350K 0.06% 116

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cerity Partners OCIO's SYY Position: Q1 2018 in Review

Cerity Partners OCIO sold out of Sysco (SYY) in Q1 2018, closing a stake of 17,325 shares — an estimated $1.05M sold.

Cerity Partners OCIO first reported a position in SYY in Q1 2014 and held it in 8 quarters. The position peaked at $1.05M in Q4 2017. 1,110 funds tracked by Wall St. Rank hold SYY as of Q1 2018.

  • Cerity Partners OCIO reported no remaining Sysco position as of Q1 2018 after selling out during the quarter.
  • Cerity Partners OCIO sold 17,325 Sysco shares in Q1 2018, an estimated $1.05M.
  • Cerity Partners OCIO first reported a position in Sysco in Q1 2014 and held it in 8 quarters.
  • Cerity Partners OCIO's Sysco position peaked at $1.05M in Q4 2017.
  • 1,110 funds tracked by Wall St. Rank held Sysco as of Q1 2018.

Based on Cerity Partners OCIO's 13F filing for Q1 2018, filed 4 May 2018.