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Gideon Capital Advisors’s Sysco SYY Stock Holding History

Gideon Capital 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
2018
Q1 		– Sell
-4,717
Closed -$286K – 460
2017
Q4 		$286K Buy
+4,717
New +$267K 0.25% 177
2016
Q4 		– Sell
-4,257
Closed -$209K – 472
2016
Q3 		$209K Buy
+4,257
New +$219K 0.13% 161

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gideon Capital Advisors's SYY Position: Q1 2018 in Review

Gideon Capital Advisors sold out of Sysco (SYY) in Q1 2018, closing a stake of 4,717 shares — an estimated $286K sold.

Gideon Capital Advisors first reported a position in SYY in Q3 2016 and held it in 2 quarters. The position peaked at $286K in Q4 2017. 1,110 funds tracked by Wall St. Rank hold SYY as of Q1 2018.

  • Gideon Capital Advisors reported no remaining Sysco position as of Q1 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 4,717 Sysco shares in Q1 2018, an estimated $286K.
  • Gideon Capital Advisors first reported a position in Sysco in Q3 2016 and held it in 2 quarters.
  • Gideon Capital Advisors's Sysco position peaked at $286K in Q4 2017.
  • 1,110 funds tracked by Wall St. Rank held Sysco as of Q1 2018.

Based on Gideon Capital Advisors's 13F filing for Q1 2018, filed 14 May 2018.