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Gupta Wealth Management’s Sysco SYY Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-56
Closed -$2K – 1273
2015
Q4 		$2K Sell
56
-190
-77% -$7.79K ﹤0.01% 1137
2015
Q3 		$10K Sell
246
-171
-41% -$6.53K ﹤0.01% 912
2015
Q2 		$15K Buy
417
+153
+58% +$5.72K ﹤0.01% 812
2015
Q1 		$10K Buy
+264
New +$10.4K ﹤0.01% 761

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's SYY Position: Q1 2016 in Review

Gupta Wealth Management sold out of Sysco (SYY) in Q1 2016, closing a stake of 56 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in SYY in Q1 2015 and held it in 4 quarters. The position peaked at $15K in Q2 2015. 952 funds tracked by Wall St. Rank hold SYY as of Q1 2016.

  • Gupta Wealth Management reported no remaining Sysco position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 56 Sysco shares in Q1 2016, an estimated $2K.
  • Gupta Wealth Management first reported a position in Sysco in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Sysco position peaked at $15K in Q2 2015.
  • 952 funds tracked by Wall St. Rank held Sysco as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.