Dixon Mitchell Investment Counsel’s Sysco SYY Stock Holding History

Dixon Mitchell Investment Counsel’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 Q3	–	Sell	-97,276	Closed	-$3.51M	–	68
2015 Q2	$3.51M	Buy	97,276 +3,512	+4%	+$131K	0.54%	48
2015 Q1	$3.54M	Sell	93,764 -8,589	-8%	-$338K	0.54%	44
2014 Q4	$3.88M	Hold	102,353	–	–	0.6%	40
2014 Q3	$3.88M	Sell	102,353 -8,833	-8%	-$330K	0.59%	41
2014 Q2	$4.16M	Buy	111,186 +2,753	+3%	+$101K	0.6%	39
2014 Q1	$3.92M	Buy	108,433 +9,828	+10%	+$353K	0.62%	33
2013 Q4	$3.56M	Buy	98,605 +7,821	+9%	+$264K	0.56%	36
2013 Q3	$2.89M	Buy	90,784 +20,669	+29%	+$693K	0.49%	40
2013 Q2	$2.4M	Buy	+70,115	New	+$2.41M	0.45%	38

Other funds holding SYY

TFM

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

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

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

YAM

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

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

BIT

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

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dixon Mitchell Investment Counsel's SYY Position: Q3 2015 in Review

Dixon Mitchell Investment Counsel sold out of Sysco (SYY) in Q3 2015, closing a stake of 97,276 shares — an estimated $3.51M sold.

Dixon Mitchell Investment Counsel first reported a position in SYY in Q2 2013 and held it in 9 quarters. The position peaked at $4.16M in Q2 2014. 915 funds tracked by Wall St. Rank hold SYY as of Q3 2015.

Dixon Mitchell Investment Counsel reported no remaining Sysco position as of Q3 2015 after selling out during the quarter.
Dixon Mitchell Investment Counsel sold 97,276 Sysco shares in Q3 2015, an estimated $3.51M.
Dixon Mitchell Investment Counsel first reported a position in Sysco in Q2 2013 and held it in 9 quarters.
Dixon Mitchell Investment Counsel's Sysco position peaked at $4.16M in Q2 2014.
915 funds tracked by Wall St. Rank held Sysco as of Q3 2015.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q3 2015, filed 17 Jan 2024.