HRIA
SYY icon

Haberer Registered Investment Advisor’s Sysco SYY Stock Holding History

Haberer Registered Investment Advisor’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
2015
Q1 		– Sell
-200
Closed -$8K – 323
2014
Q4 		$8K Hold
200
– – ﹤0.01% 252
2014
Q3 		$8K Hold
200
– – ﹤0.01% 294
2014
Q2 		$7K Hold
200
– – ﹤0.01% 308
2014
Q1 		$7K Hold
200
– – ﹤0.01% 299
2013
Q4 		$7K Hold
200
– – ﹤0.01% 298
2013
Q3 		$6K Hold
200
– – ﹤0.01% 333
2013
Q2 		$7K Buy
+200
New +$6.89K ﹤0.01% 365

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Haberer Registered Investment Advisor's SYY Position: Q1 2015 in Review

Haberer Registered Investment Advisor sold out of Sysco (SYY) in Q1 2015, closing a stake of 200 shares — an estimated $8K sold.

Haberer Registered Investment Advisor first reported a position in SYY in Q2 2013 and held it in 7 quarters. The position peaked at $8K in Q4 2014. 936 funds tracked by Wall St. Rank hold SYY as of Q1 2015.

  • Haberer Registered Investment Advisor reported no remaining Sysco position as of Q1 2015 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 200 Sysco shares in Q1 2015, an estimated $8K.
  • Haberer Registered Investment Advisor first reported a position in Sysco in Q2 2013 and held it in 7 quarters.
  • Haberer Registered Investment Advisor's Sysco position peaked at $8K in Q4 2014.
  • 936 funds tracked by Wall St. Rank held Sysco as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.