Forward Management’s Sysco SYY Stock Holding History

Forward 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
2013 Q4	–	Sell	-600	Closed	-$19K	–	409
2013 Q3	$19K	Buy	+600	New	+$20.1K	﹤0.01%	356

Other funds holding SYY

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Forward Management's SYY Position: Q4 2013 in Review

Forward Management sold out of Sysco (SYY) in Q4 2013, closing a stake of 600 shares — an estimated $19K sold.

Forward Management first reported a position in SYY in Q3 2013 and held it in 1 quarter. The position peaked at $19K in Q3 2013. 895 funds tracked by Wall St. Rank hold SYY as of Q4 2013.

Forward Management reported no remaining Sysco position as of Q4 2013 after selling out during the quarter.
Forward Management sold 600 Sysco shares in Q4 2013, an estimated $19K.
Forward Management first reported a position in Sysco in Q3 2013 and held it in 1 quarter.
Forward Management's Sysco position peaked at $19K in Q3 2013.
895 funds tracked by Wall St. Rank held Sysco as of Q4 2013.

Based on Forward Management's 13F filing for Q4 2013, filed 31 Jan 2014.