DLHL
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Donald L. Hagan LLC’s Sysco SYY Stock Holding History

Donald L. Hagan LLC’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
Q2 		– Sell
-18,164
Closed -$849K – 279
2016
Q1 		$849K Buy
18,164
+259
+1% +$11.2K 0.78% 28
2015
Q4 		$734K Buy
17,905
+2,125
+13% +$87.1K 0.73% 34
2015
Q3 		$615K Buy
15,780
+2,404
+18% +$91.7K 0.55% 37
2015
Q2 		$483K Buy
13,376
+1,605
+14% +$60K 0.45% 40
2015
Q1 		$444K Buy
11,771
+2,889
+33% +$114K 0.44% 43
2014
Q4 		$353K Buy
+8,882
New +$344K 0.33% 44

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
State Street
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Donald L. Hagan LLC's SYY Position: Q2 2016 in Review

Donald L. Hagan LLC sold out of Sysco (SYY) in Q2 2016, closing a stake of 18,164 shares — an estimated $849K sold.

Donald L. Hagan LLC first reported a position in SYY in Q4 2014 and held it in 6 quarters. The position peaked at $849K in Q1 2016. 996 funds tracked by Wall St. Rank hold SYY as of Q2 2016.

  • Donald L. Hagan LLC reported no remaining Sysco position as of Q2 2016 after selling out during the quarter.
  • Donald L. Hagan LLC sold 18,164 Sysco shares in Q2 2016, an estimated $849K.
  • Donald L. Hagan LLC first reported a position in Sysco in Q4 2014 and held it in 6 quarters.
  • Donald L. Hagan LLC's Sysco position peaked at $849K in Q1 2016.
  • 996 funds tracked by Wall St. Rank held Sysco as of Q2 2016.

Based on Donald L. Hagan LLC's 13F filing for Q2 2016, filed 21 Jul 2016.