GIM
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Generation Investment Management’s Sysco SYY Stock Holding History

Generation 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
2014
Q4 		– Sell
-2,983,974
Closed -$113M – 32
2014
Q3 		$113M Sell
2,983,974
-3,198,408
-52% -$119M 1.77% 21
2014
Q2 		$232M Buy
6,182,382
+628,701
+11% +$23.1M 3.71% 11
2014
Q1 		$201M Sell
5,553,681
-474,816
-8% -$17.1M 3.6% 12
2013
Q4 		$218M Buy
6,028,497
+1,400,274
+30% +$47.3M 3.98% 11
2013
Q3 		$147M Buy
4,628,223
+937,585
+25% +$31.5M 2.8% 13
2013
Q2 		$126M Buy
+3,690,638
New +$127M 2.43% 15

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

Generation Investment Management's SYY Position: Q4 2014 in Review

Generation Investment Management sold out of Sysco (SYY) in Q4 2014, closing a stake of 2,983,974 shares — an estimated $113M sold.

Generation Investment Management first reported a position in SYY in Q2 2013 and held it in 6 quarters. The position peaked at $232M in Q2 2014. 919 funds tracked by Wall St. Rank hold SYY as of Q4 2014.

  • Generation Investment Management reported no remaining Sysco position as of Q4 2014 after selling out during the quarter.
  • Generation Investment Management sold 2,983,974 Sysco shares in Q4 2014, an estimated $113M.
  • Generation Investment Management first reported a position in Sysco in Q2 2013 and held it in 6 quarters.
  • Generation Investment Management's Sysco position peaked at $232M in Q2 2014.
  • 919 funds tracked by Wall St. Rank held Sysco as of Q4 2014.

Based on Generation Investment Management's 13F filing for Q4 2014, filed 17 Feb 2015.