DIS
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Diversified Investment Strategies’s Sysco SYY Stock Holding History

Diversified Investment Strategies’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
-3,450
Closed -$210K – 44
2017
Q4 		$210K Buy
+3,450
New +$195K 0.19% 42
2017
Q3 		– Sell
-48,150
Closed -$2.42M – 47
2017
Q2 		$2.42M Hold
48,150
– – 2.33% 16
2017
Q1 		$2.5M Sell
48,150
-950
-2% -$50.3K 2.48% 14
2016
Q4 		$2.72M Buy
49,100
+150
+0.3% +$7.79K 2.85% 11
2016
Q3 		$2.4M Hold
48,950
– – 2.36% 13
2016
Q2 		$2.48M Sell
48,950
-725
-1% -$35.1K 2.5% 12
2016
Q1 		$2.32M Hold
49,675
– – 2.43% 12
2015
Q4 		$2.04M Sell
49,675
-2,150
-4% -$88.2K 2.32% 11
2015
Q3 		$2.02M Sell
51,825
-350
-0.7% -$13.4K 2.42% 9
2015
Q2 		$1.88M Sell
52,175
-2,450
-4% -$91.7K 1.94% 12
2015
Q1 		$2.06M Sell
54,625
-4,400
-7% -$173K 2.04% 13
2014
Q4 		$2.34M Sell
59,025
-2,130
-3% -$82.6K 2.11% 13
2014
Q3 		$2.32M Sell
61,155
-1,225
-2% -$45.7K 1.93% 15
2014
Q2 		$2.34M Hold
62,380
– – 1.77% 15
2014
Q1 		$2.25M Hold
62,380
– – 1.82% 16
2013
Q4 		$2.25M Sell
62,380
-725
-1% -$24.5K 1.8% 14
2013
Q3 		$2.01M Sell
63,105
-475
-0.7% -$15.9K 1.64% 16
2013
Q2 		$2.17M Buy
+63,580
New +$2.19M 1.84% 15

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

Diversified Investment Strategies's SYY Position: Q1 2018 in Review

Diversified Investment Strategies sold out of Sysco (SYY) in Q1 2018, closing a stake of 3,450 shares — an estimated $210K sold.

Diversified Investment Strategies first reported a position in SYY in Q2 2013 and held it in 18 quarters. The position peaked at $2.72M in Q4 2016. 1,111 funds tracked by Wall St. Rank hold SYY as of Q1 2018.

  • Diversified Investment Strategies reported no remaining Sysco position as of Q1 2018 after selling out during the quarter.
  • Diversified Investment Strategies sold 3,450 Sysco shares in Q1 2018, an estimated $210K.
  • Diversified Investment Strategies first reported a position in Sysco in Q2 2013 and held it in 18 quarters.
  • Diversified Investment Strategies's Sysco position peaked at $2.72M in Q4 2016.
  • 1,111 funds tracked by Wall St. Rank held Sysco as of Q1 2018.

Based on Diversified Investment Strategies's 13F filing for Q1 2018, filed 1 May 2018.