Kaizen Advisory’s Sysco SYY Stock Holding History

Kaizen Advisory’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	$84K	Buy	1,337 +196	+17%	+$13.2K	0.06%	248
2018 Q3	$84K	Hold	1,141	–	–	0.04%	255
2018 Q2	$78K	Buy	1,141 +682	+149%	+$43.6K	0.04%	269
2018 Q1	$28K	Hold	459	–	–	0.03%	279
2017 Q4	$28K	Buy	+459	New	+$26K	0.02%	269

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

TFM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Kaizen Advisory's SYY Position: Q4 2018 in Review

Kaizen Advisory increased its Sysco (SYY) stake by 17% in Q4 2018, buying an estimated $13.2K and bringing the position to 1,337 shares worth $84K. The position accounts for 0.06% of the portfolio, ranked #248.

Kaizen Advisory first reported a position in SYY in Q4 2017 and has held it in 5 quarters since. 1,204 funds tracked by Wall St. Rank hold SYY as of Q4 2018.

Kaizen Advisory held 1,337 shares of Sysco worth $84K as of Q4 2018.
Kaizen Advisory bought 196 Sysco shares in Q4 2018, an estimated $13.2K.
Sysco made up 0.06% of Kaizen Advisory's portfolio in Q4 2018, its #248 holding.
Kaizen Advisory first reported a position in Sysco in Q4 2017 and has held it in 5 quarters since.
1,204 funds tracked by Wall St. Rank held Sysco as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.