IPC
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Independent Portfolio Consultants’s Sysco SYY Stock Holding History

Independent Portfolio Consultants’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
Q2 		$12K Sell
235
-20
-8% -$1.07K 0.01% 687
2017
Q1 		$13K Sell
255
-202
-44% -$10.7K ﹤0.01% 720
2016
Q4 		$25K Buy
457
+202
+79% +$10.5K 0.01% 605
2016
Q3 		$12K Sell
255
-955
-79% -$49K ﹤0.01% 658
2016
Q2 		$61K Hold
1,210
– – 0.02% 521
2016
Q1 		$57K Sell
1,210
-16,618
-93% -$717K 0.02% 560
2015
Q4 		$731K Sell
17,828
-2,295
-11% -$94.1K 0.22% 137
2015
Q3 		$784K Buy
20,123
+1,005
+5% +$38.4K 0.17% 167
2015
Q2 		$690K Sell
19,118
-1,710
-8% -$64K 0.14% 203
2015
Q1 		$786K Sell
20,828
-1,071
-5% -$42.2K 0.16% 178
2014
Q4 		$869K Sell
21,899
-270
-1% -$10.5K 0.17% 176
2014
Q3 		$841K Sell
22,169
-190
-0.8% -$7.09K 0.23% 111
2014
Q2 		$837K Sell
22,359
-145
-0.6% -$5.32K 0.23% 112
2014
Q1 		$813K Buy
22,504
+892
+4% +$32K 0.26% 115
2013
Q4 		$780K Sell
21,612
-1,330
-6% -$45K 0.27% 103
2013
Q3 		$730K Buy
22,942
+960
+4% +$32.2K 0.29% 101
2013
Q2 		$751K Buy
+21,982
New +$757K 0.34% 75

Other funds holding SYY

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Portfolio Consultants's SYY Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Sysco (SYY) stake by 7.8% in Q2 2017, selling an estimated $1.07K and leaving 235 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #687.

Independent Portfolio Consultants first reported a position in SYY in Q2 2013 and has held it in 17 quarters since. The position peaked at $869K in Q4 2014. 1,023 funds tracked by Wall St. Rank hold SYY as of Q2 2017.

  • Independent Portfolio Consultants held 235 shares of Sysco worth $12K as of Q2 2017.
  • Independent Portfolio Consultants sold 20 Sysco shares in Q2 2017, an estimated $1.07K.
  • Sysco made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #687 holding.
  • Independent Portfolio Consultants first reported a position in Sysco in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Sysco position peaked at $869K in Q4 2014.
  • 1,023 funds tracked by Wall St. Rank held Sysco as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.