Harfst & Associates’s Sysco SYY Stock Holding History

Harfst & Associates’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 Q1	–	Sell	-4,828	Closed	-$267K	–	295
2016 Q4	$267K	Sell	4,828 -2,590	-35%	-$135K	0.13%	58
2016 Q3	$363K	Sell	7,418 -1,815	-20%	-$93.2K	0.19%	43
2016 Q2	$468K	Sell	9,233 -518	-5%	-$25.1K	0.19%	77
2016 Q1	$455K	Hold	9,751	–	–	0.3%	30
2015 Q4	$399K	Hold	9,751	–	–	0.16%	73
2015 Q3	$380K	Buy	9,751 +982	+11%	+$37.5K	0.17%	74
2015 Q2	$317K	Buy	+8,769	New	+$328K	0.18%	42

Other funds holding SYY

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harfst & Associates's SYY Position: Q1 2017 in Review

Harfst & Associates sold out of Sysco (SYY) in Q1 2017, closing a stake of 4,828 shares — an estimated $267K sold.

Harfst & Associates first reported a position in SYY in Q2 2015 and held it in 7 quarters. The position peaked at $468K in Q2 2016. 1,027 funds tracked by Wall St. Rank hold SYY as of Q1 2017.

Harfst & Associates reported no remaining Sysco position as of Q1 2017 after selling out during the quarter.
Harfst & Associates sold 4,828 Sysco shares in Q1 2017, an estimated $267K.
Harfst & Associates first reported a position in Sysco in Q2 2015 and held it in 7 quarters.
Harfst & Associates's Sysco position peaked at $468K in Q2 2016.
1,027 funds tracked by Wall St. Rank held Sysco as of Q1 2017.

Based on Harfst & Associates's 13F filing for Q1 2017, filed 12 May 2017.