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Herndon Capital Management’s Sysco SYY Stock Holding History

Herndon Capital 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
Q4 		– Sell
-48
Closed -$2K – 507
2016
Q3 		$2K Hold
48
– – ﹤0.01% 390
2016
Q2 		$2K Buy
+48
New +$2.32K ﹤0.01% 405

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Herndon Capital Management's SYY Position: Q4 2016 in Review

Herndon Capital Management sold out of Sysco (SYY) in Q4 2016, closing a stake of 48 shares — an estimated $2K sold.

Herndon Capital Management first reported a position in SYY in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 1,054 funds tracked by Wall St. Rank hold SYY as of Q4 2016.

  • Herndon Capital Management reported no remaining Sysco position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 48 Sysco shares in Q4 2016, an estimated $2K.
  • Herndon Capital Management first reported a position in Sysco in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's Sysco position peaked at $2K in Q3 2016.
  • 1,054 funds tracked by Wall St. Rank held Sysco as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.