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Forte Capital’s Sysco SYY Stock Holding History

Forte Capital’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
-5,121
Closed -$200K – 154
2015
Q3 		$200K Sell
5,121
-13,020
-72% -$497K 0.09% 147
2015
Q2 		$655K Buy
18,141
+3,010
+20% +$113K 0.28% 79
2015
Q1 		$579K Buy
15,131
+1,910
+14% +$75.3K 0.25% 83
2014
Q4 		$525K Buy
13,221
+5,880
+80% +$228K 0.23% 95
2014
Q3 		$279K Buy
+7,341
New +$274K 0.13% 134

Other funds holding SYY

TFM
Trian Fund Management New York $4.23B AUM 31.93% 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 $3.37T AUM 44.26% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Forte Capital's SYY Position: Q4 2015 in Review

Forte Capital sold out of Sysco (SYY) in Q4 2015, closing a stake of 5,121 shares — an estimated $200K sold.

Forte Capital first reported a position in SYY in Q3 2014 and held it in 5 quarters. The position peaked at $655K in Q2 2015. 930 funds tracked by Wall St. Rank hold SYY as of Q4 2015.

  • Forte Capital reported no remaining Sysco position as of Q4 2015 after selling out during the quarter.
  • Forte Capital sold 5,121 Sysco shares in Q4 2015, an estimated $200K.
  • Forte Capital first reported a position in Sysco in Q3 2014 and held it in 5 quarters.
  • Forte Capital's Sysco position peaked at $655K in Q2 2015.
  • 930 funds tracked by Wall St. Rank held Sysco as of Q4 2015.

Based on Forte Capital's 13F filing for Q4 2015, filed 20 Jan 2016.