Elkfork Partners’s Sysco SYY Stock Holding History

Elkfork Partners’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
2019 Q3	$13.8M	Buy	174,440 +16,520	+10%	+$1.21M	0.34%	67
2019 Q2	$11.2M	Buy	157,920 +15,204	+11%	+$1.08M	0.27%	77
2019 Q1	$9.53M	Buy	142,716 +9,828	+7%	+$639K	0.24%	89
2018 Q4	$8.33M	Buy	132,888 +1,764	+1%	+$119K	0.23%	90
2018 Q3	$9.61M	Sell	131,124 -112	-0.1%	-$8.07K	0.23%	98
2018 Q2	$8.96M	Sell	131,236 -10,108	-7%	-$646K	0.23%	97
2018 Q1	$8.47M	Buy	141,344 +20,076	+17%	+$1.22M	0.23%	95
2017 Q4	$7.37M	Buy	121,268 +868	+0.7%	+$49.2K	0.2%	107
2017 Q3	$6.5M	Sell	120,400 -15,736	-12%	-$819K	0.19%	107
2017 Q2	$6.85M	Sell	136,136 -3,276	-2%	-$175K	0.21%	98
2017 Q1	$7.24M	Buy	139,412 +4,424	+3%	+$234K	0.22%	90
2016 Q4	$7.47M	Buy	+134,988	New	+$7.01M	0.25%	80

Other funds holding SYY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TFM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Elkfork Partners's SYY Position: Q3 2019 in Review

Elkfork Partners increased its Sysco (SYY) stake by 10% in Q3 2019, buying an estimated $1.21M and bringing the position to 174,440 shares worth $13.8M. The position accounts for 0.34% of the portfolio, ranked #67.

Elkfork Partners first reported a position in SYY in Q4 2016 and has held it in 12 quarters since. 1,228 funds tracked by Wall St. Rank hold SYY as of Q3 2019.

Elkfork Partners held 174,440 shares of Sysco worth $13.8M as of Q3 2019.
Elkfork Partners bought 16,520 Sysco shares in Q3 2019, an estimated $1.21M.
Sysco made up 0.34% of Elkfork Partners's portfolio in Q3 2019, its #67 holding.
Elkfork Partners first reported a position in Sysco in Q4 2016 and has held it in 12 quarters since.
1,228 funds tracked by Wall St. Rank held Sysco as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.