GA
SYY icon

Geneva Advisors’s Sysco SYY Stock Holding History

Geneva 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
Q2 		$485K Buy
9,640
+268
+3% +$14.3K 0.01% 520
2017
Q1 		$487K Sell
9,372
-3,817
-29% -$202K 0.01% 507
2016
Q4 		$730K Buy
13,189
+2,792
+27% +$145K 0.01% 417
2016
Q3 		$510K Sell
10,397
-340
-3% -$17.5K 0.01% 459
2016
Q2 		$545K Sell
10,737
-300
-3% -$14.5K 0.01% 427
2016
Q1 		$516K Sell
11,037
-288
-3% -$12.4K 0.01% 425
2015
Q4 		$464K Sell
11,325
-240
-2% -$9.84K 0.01% 427
2015
Q3 		$451K Buy
11,565
+616
+6% +$23.5K 0.01% 405
2015
Q2 		$395K Buy
10,949
+4,925
+82% +$184K 0.01% 475
2015
Q1 		$227K Buy
6,024
+668
+12% +$26.3K ﹤0.01% 574
2014
Q4 		$213K Sell
5,356
-1,959
-27% -$75.9K ﹤0.01% 589
2014
Q3 		$278K Buy
7,315
+90
+1% +$3.36K 0.01% 532
2014
Q2 		$271K Sell
7,225
-16
-0.2% -$588 ﹤0.01% 538
2014
Q1 		$262K Buy
7,241
+183
+3% +$6.57K ﹤0.01% 507
2013
Q4 		$255K Buy
7,058
+133
+2% +$4.5K ﹤0.01% 427
2013
Q3 		$220K Buy
6,925
+16
+0.2% +$537 ﹤0.01% 444
2013
Q2 		$236K Buy
+6,909
New +$238K 0.01% 369

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Geneva Advisors's SYY Position: Q2 2017 in Review

Geneva Advisors increased its Sysco (SYY) stake by 2.9% in Q2 2017, buying an estimated $14.3K and bringing the position to 9,640 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #520.

Geneva Advisors first reported a position in SYY in Q2 2013 and has held it in 17 quarters since. The position peaked at $730K in Q4 2016. 1,023 funds tracked by Wall St. Rank hold SYY as of Q2 2017.

  • Geneva Advisors held 9,640 shares of Sysco worth $485K as of Q2 2017.
  • Geneva Advisors bought 268 Sysco shares in Q2 2017, an estimated $14.3K.
  • Sysco made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #520 holding.
  • Geneva Advisors first reported a position in Sysco in Q2 2013 and has held it in 17 quarters since.
  • Geneva Advisors's Sysco position peaked at $730K in Q4 2016.
  • 1,023 funds tracked by Wall St. Rank held Sysco as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.