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Evanston Advisors’s Sysco SYY Stock Holding History

Evanston Advisors’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
2018
Q4 		$8.17M Sell
130,388
-2,573
-2% -$173K 2.22% 16
2018
Q3 		$9.74M Sell
132,961
-7,328
-5% -$528K 2.13% 9
2018
Q2 		$9.58M Sell
140,289
-1,877
-1% -$120K 2.16% 8
2018
Q1 		$8.52M Sell
142,166
-6,176
-4% -$374K 1.98% 13
2017
Q4 		$9.01M Sell
148,342
-992
-0.7% -$56.2K 2.16% 12
2017
Q3 		$8.06M Buy
149,334
+2,539
+2% +$132K 1.94% 22
2017
Q2 		$7.39M Buy
146,795
+2,064
+1% +$110K 1.82% 30
2017
Q1 		$7.51M Buy
+144,731
New +$7.67M 2.04% 20

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Evanston Advisors's SYY Position: Q4 2018 in Review

Evanston Advisors reduced its Sysco (SYY) stake by 1.9% in Q4 2018, selling an estimated $173K and leaving 130,388 shares worth $8.17M. The position accounts for 2.22% of the portfolio, ranked #16.

Evanston Advisors first reported a position in SYY in Q1 2017 and has held it in 8 quarters since. The position peaked at $9.74M in Q3 2018. 1,204 funds tracked by Wall St. Rank hold SYY as of Q4 2018.

  • Evanston Advisors held 130,388 shares of Sysco worth $8.17M as of Q4 2018.
  • Evanston Advisors sold 2,573 Sysco shares in Q4 2018, an estimated $173K.
  • Sysco made up 2.22% of Evanston Advisors's portfolio in Q4 2018, its #16 holding.
  • Evanston Advisors first reported a position in Sysco in Q1 2017 and has held it in 8 quarters since.
  • Evanston Advisors's Sysco position peaked at $9.74M in Q3 2018.
  • 1,204 funds tracked by Wall St. Rank held Sysco as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.