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Fragasso Financial Advisors’s Sysco SYY Stock Holding History

Fragasso Financial 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
2017
Q3 		– Sell
-10,830
Closed -$545K – 107
2017
Q2 		$545K Sell
10,830
-720
-6% -$38.4K 0.17% 56
2017
Q1 		$599K Sell
11,550
-17,166
-60% -$910K 0.19% 56
2016
Q4 		$1.59M Sell
28,716
-1,008
-3% -$52.4K 0.53% 23
2016
Q3 		$1.46M Buy
29,724
+2,140
+8% +$110K 0.52% 22
2016
Q2 		$1.4M Buy
27,584
+514
+2% +$24.9K 0.52% 23
2016
Q1 		$1.26M Sell
27,070
-165
-0.6% -$7.12K 0.5% 24
2015
Q4 		$1.12M Buy
27,235
+550
+2% +$22.6K 0.43% 34
2015
Q3 		$1.04M Buy
26,685
+340
+1% +$13K 0.41% 36
2015
Q2 		$951K Buy
26,345
+320
+1% +$12K 0.39% 27
2015
Q1 		$981K Buy
26,025
+340
+1% +$13.4K 0.39% 31
2014
Q4 		$1.02M Buy
25,685
+235
+0.9% +$9.11K 0.86% 31
2014
Q3 		$966K Buy
25,450
+665
+3% +$24.8K 0.75% 34
2014
Q2 		$928K Buy
+24,785
New +$910K 0.82% 34

Other funds holding SYY

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fragasso Financial Advisors's SYY Position: Q3 2017 in Review

Fragasso Financial Advisors sold out of Sysco (SYY) in Q3 2017, closing a stake of 10,830 shares — an estimated $545K sold.

Fragasso Financial Advisors first reported a position in SYY in Q2 2014 and held it in 13 quarters. The position peaked at $1.59M in Q4 2016. 998 funds tracked by Wall St. Rank hold SYY as of Q3 2017.

  • Fragasso Financial Advisors reported no remaining Sysco position as of Q3 2017 after selling out during the quarter.
  • Fragasso Financial Advisors sold 10,830 Sysco shares in Q3 2017, an estimated $545K.
  • Fragasso Financial Advisors first reported a position in Sysco in Q2 2014 and held it in 13 quarters.
  • Fragasso Financial Advisors's Sysco position peaked at $1.59M in Q4 2016.
  • 998 funds tracked by Wall St. Rank held Sysco as of Q3 2017.

Based on Fragasso Financial Advisors's 13F filing for Q3 2017, filed 7 Nov 2017.