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Farmhouse Investment Management’s Sysco SYY Stock Holding History

Farmhouse Investment 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
2018
Q3 		$10.1M Sell
137,550
-3,000
-2% -$216K 5.36% 9
2018
Q2 		$9.6M Hold
140,550
– – 5.88% 7
2018
Q1 		$8.43M Hold
140,550
– – 5.71% 7
2017
Q4 		$8.54M Buy
140,550
+7,500
+6% +$425K 5.32% 9
2017
Q3 		$7.18M Hold
133,050
– – 3.33% 12
2017
Q2 		$6.7M Hold
133,050
– – 3.19% 13
2017
Q1 		$7.03M Buy
+133,050
New +$7.05M 3.49% 14

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Farmhouse Investment Management's SYY Position: Q3 2018 in Review

Farmhouse Investment Management reduced its Sysco (SYY) stake by 2.1% in Q3 2018, selling an estimated $216K and leaving 137,550 shares worth $10.1M. The position accounts for 5.36% of the portfolio, ranked #9.

Farmhouse Investment Management first reported a position in SYY in Q1 2017 and has held it in 7 quarters since. 1,183 funds tracked by Wall St. Rank hold SYY as of Q3 2018.

  • Farmhouse Investment Management held 137,550 shares of Sysco worth $10.1M as of Q3 2018.
  • Farmhouse Investment Management sold 3,000 Sysco shares in Q3 2018, an estimated $216K.
  • Sysco made up 5.36% of Farmhouse Investment Management's portfolio in Q3 2018, its #9 holding.
  • Farmhouse Investment Management first reported a position in Sysco in Q1 2017 and has held it in 7 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Sysco as of Q3 2018.

Based on Farmhouse Investment Management's 13F filing for Q3 2018, filed 15 Nov 2018.