Horizon Kinetics’s Sysco SYY Stock Holding History

Horizon Kinetics’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
2018 Q4	–	Sell	-2,763	Closed	-$203K	–	499
2018 Q3	$203K	Buy	+2,763	New	+$199K	﹤0.01%	468

Other funds holding SYY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Horizon Kinetics's SYY Position: Q4 2018 in Review

Horizon Kinetics sold out of Sysco (SYY) in Q4 2018, closing a stake of 2,763 shares — an estimated $203K sold.

Horizon Kinetics first reported a position in SYY in Q3 2018 and held it in 1 quarter. The position peaked at $203K in Q3 2018. 1,205 funds tracked by Wall St. Rank hold SYY as of Q4 2018.

Horizon Kinetics reported no remaining Sysco position as of Q4 2018 after selling out during the quarter.
Horizon Kinetics sold 2,763 Sysco shares in Q4 2018, an estimated $203K.
Horizon Kinetics first reported a position in Sysco in Q3 2018 and held it in 1 quarter.
Horizon Kinetics's Sysco position peaked at $203K in Q3 2018.
1,205 funds tracked by Wall St. Rank held Sysco as of Q4 2018.

Based on Horizon Kinetics's 13F filing for Q4 2018, filed 14 Feb 2019.