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Ground Swell Capital’s Sysco SYY Stock Holding History

Ground Swell Capital’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
Q3 		$7K Sell
190
-1,436
-88% -$53.6K 0.01% 1272
2014
Q2 		$61K Buy
+1,626
New +$59.7K 0.12% 111

Other funds holding SYY

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ground Swell Capital's SYY Position: Q3 2014 in Review

Ground Swell Capital reduced its Sysco (SYY) stake by 88% in Q3 2014, selling an estimated $53.6K and leaving 190 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #1272.

Ground Swell Capital first reported a position in SYY in Q2 2014 and has held it in 2 quarters since. The position peaked at $61K in Q2 2014. 881 funds tracked by Wall St. Rank hold SYY as of Q3 2014.

  • Ground Swell Capital held 190 shares of Sysco worth $7K as of Q3 2014.
  • Ground Swell Capital sold 1,436 Sysco shares in Q3 2014, an estimated $53.6K.
  • Sysco made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1272 holding.
  • Ground Swell Capital first reported a position in Sysco in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Sysco position peaked at $61K in Q2 2014.
  • 881 funds tracked by Wall St. Rank held Sysco as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.