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Gary Goldberg Planning Services’s Sysco SYY Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$552K Sell
13,912
-6,132
-31% -$238K 0.23% 61
2014
Q3 		$761K Buy
20,044
+247
+1% +$9.22K 0.32% 55
2014
Q2 		$741K Buy
19,797
+2,752
+16% +$101K 0.33% 54
2014
Q1 		$616K Buy
17,045
+14,155
+490% +$508K 0.3% 53
2013
Q4 		$104K Buy
+2,890
New +$97.7K 0.06% 131

Other funds holding SYY

State Street
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gary Goldberg Planning Services's SYY Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Sysco (SYY) stake by 31% in Q4 2014, selling an estimated $238K and leaving 13,912 shares worth $552K. The position accounts for 0.23% of the portfolio, ranked #61.

Gary Goldberg Planning Services first reported a position in SYY in Q4 2013 and has held it in 5 quarters since. The position peaked at $761K in Q3 2014. 919 funds tracked by Wall St. Rank hold SYY as of Q4 2014.

  • Gary Goldberg Planning Services held 13,912 shares of Sysco worth $552K as of Q4 2014.
  • Gary Goldberg Planning Services sold 6,132 Sysco shares in Q4 2014, an estimated $238K.
  • Sysco made up 0.23% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #61 holding.
  • Gary Goldberg Planning Services first reported a position in Sysco in Q4 2013 and has held it in 5 quarters since.
  • Gary Goldberg Planning Services's Sysco position peaked at $761K in Q3 2014.
  • 919 funds tracked by Wall St. Rank held Sysco as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.