DCLA
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Douglas C. Lane & Associates’s Sysco SYY Stock Holding History

Douglas C. Lane & Associates’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
2013
Q4 		– Sell
-13,820
Closed -$440K – 197
2013
Q3 		$440K Sell
13,820
-47,409
-77% -$1.59M 0.02% 158
2013
Q2 		$2.09M Buy
+61,229
New +$2.11M 0.08% 123

Other funds holding SYY

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Douglas C. Lane & Associates's SYY Position: Q4 2013 in Review

Douglas C. Lane & Associates sold out of Sysco (SYY) in Q4 2013, closing a stake of 13,820 shares — an estimated $440K sold.

Douglas C. Lane & Associates first reported a position in SYY in Q2 2013 and held it in 2 quarters. The position peaked at $2.09M in Q2 2013. 895 funds tracked by Wall St. Rank hold SYY as of Q4 2013.

  • Douglas C. Lane & Associates reported no remaining Sysco position as of Q4 2013 after selling out during the quarter.
  • Douglas C. Lane & Associates sold 13,820 Sysco shares in Q4 2013, an estimated $440K.
  • Douglas C. Lane & Associates first reported a position in Sysco in Q2 2013 and held it in 2 quarters.
  • Douglas C. Lane & Associates's Sysco position peaked at $2.09M in Q2 2013.
  • 895 funds tracked by Wall St. Rank held Sysco as of Q4 2013.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2013, filed 5 Feb 2014.