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Dorchester Wealth Management’s Sysco SYY Stock Holding History

Dorchester Wealth Management’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
Q4 		– Sell
-6,275
Closed -$326K – 113
2015
Q3 		$326K Hold
6,275
– – 0.12% 93
2015
Q2 		$283K Buy
+6,275
New +$235K 0.09% 104

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dorchester Wealth Management's SYY Position: Q4 2015 in Review

Dorchester Wealth Management sold out of Sysco (SYY) in Q4 2015, closing a stake of 6,275 shares — an estimated $326K sold.

Dorchester Wealth Management first reported a position in SYY in Q2 2015 and held it in 2 quarters. The position peaked at $326K in Q3 2015. 929 funds tracked by Wall St. Rank hold SYY as of Q4 2015.

  • Dorchester Wealth Management reported no remaining Sysco position as of Q4 2015 after selling out during the quarter.
  • Dorchester Wealth Management sold 6,275 Sysco shares in Q4 2015, an estimated $326K.
  • Dorchester Wealth Management first reported a position in Sysco in Q2 2015 and held it in 2 quarters.
  • Dorchester Wealth Management's Sysco position peaked at $326K in Q3 2015.
  • 929 funds tracked by Wall St. Rank held Sysco as of Q4 2015.

Based on Dorchester Wealth Management's 13F filing for Q4 2015, filed 28 Jan 2016.