Joel Isaacson & Co’s Sysco SYY Stock Holding History

Joel Isaacson & 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
2016 Q4	–	Sell	-530	Closed	-$26K	–	702
2016 Q3	$26K	Hold	530	–	–	0.01%	436
2016 Q2	$27K	Hold	530	–	–	0.01%	415
2016 Q1	$25K	Hold	530	–	–	0.01%	456
2015 Q4	$22K	Hold	530	–	–	0.01%	452
2015 Q3	$21K	Hold	530	–	–	0.01%	471
2015 Q2	$19K	Hold	530	–	–	﹤0.01%	512
2015 Q1	$20K	Sell	530 -57	-10%	-$2.25K	0.01%	490
2014 Q4	$23K	Buy	587 +1	+0.2%	+$39	0.01%	419
2014 Q3	$22K	Hold	586	–	–	0.01%	410
2014 Q2	$22K	Buy	586 +1	+0.2%	+$37	0.01%	401
2014 Q1	$21K	Buy	585 +55	+10%	+$1.98K	0.01%	407
2013 Q4	$19K	Hold	530	–	–	0.01%	385
2013 Q3	$17K	Hold	530	–	–	0.01%	371
2013 Q2	$18K	Buy	+530	New	+$18.2K	0.01%	341

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

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

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

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

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

Joel Isaacson & Co's SYY Position: Q4 2016 in Review

Joel Isaacson & Co sold out of Sysco (SYY) in Q4 2016, closing a stake of 530 shares — an estimated $26K sold.

Joel Isaacson & Co first reported a position in SYY in Q2 2013 and held it in 14 quarters. The position peaked at $27K in Q2 2016. 1,054 funds tracked by Wall St. Rank hold SYY as of Q4 2016.

Joel Isaacson & Co reported no remaining Sysco position as of Q4 2016 after selling out during the quarter.
Joel Isaacson & Co sold 530 Sysco shares in Q4 2016, an estimated $26K.
Joel Isaacson & Co first reported a position in Sysco in Q2 2013 and held it in 14 quarters.
Joel Isaacson & Co's Sysco position peaked at $27K in Q2 2016.
1,054 funds tracked by Wall St. Rank held Sysco as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.