Hirtle Callaghan & Co’s Sysco SYY Stock Holding History

Hirtle Callaghan & Co’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
2019 Q1	–	Sell	-1,300	Closed	-$81K	–	129
2018 Q4	$81K	Buy	+1,300	New	+$87.6K	0.01%	95
2016 Q4	–	Sell	-3,050	Closed	-$149K	–	196
2016 Q3	$149K	Buy	+3,050	New	+$157K	0.03%	99
2015 Q1	–	Sell	-683	Closed	-$27K	–	321
2014 Q4	$27K	Hold	683	–	–	0.01%	356
2014 Q3	$26K	Hold	683	–	–	﹤0.01%	391
2014 Q2	$26K	Hold	683	–	–	﹤0.01%	437
2014 Q1	$25K	Hold	683	–	–	﹤0.01%	437
2013 Q4	$25K	Buy	+683	New	+$23.1K	﹤0.01%	410

Other funds holding SYY

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

TFM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Hirtle Callaghan & Co's SYY Position: Q1 2019 in Review

Hirtle Callaghan & Co sold out of Sysco (SYY) in Q1 2019, closing a stake of 1,300 shares — an estimated $81K sold.

Hirtle Callaghan & Co first reported a position in SYY in Q4 2013 and held it in 7 quarters. The position peaked at $149K in Q3 2016. 1,224 funds tracked by Wall St. Rank hold SYY as of Q1 2019.

Hirtle Callaghan & Co reported no remaining Sysco position as of Q1 2019 after selling out during the quarter.
Hirtle Callaghan & Co sold 1,300 Sysco shares in Q1 2019, an estimated $81K.
Hirtle Callaghan & Co first reported a position in Sysco in Q4 2013 and held it in 7 quarters.
Hirtle Callaghan & Co's Sysco position peaked at $149K in Q3 2016.
1,224 funds tracked by Wall St. Rank held Sysco as of Q1 2019.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2019, filed 14 May 2019.