KT
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Kanaly Trust’s Sysco SYY Stock Holding History

Kanaly Trust’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 		$230K Hold
4,156
– – 0.05% 130
2016
Q3 		$204K Buy
4,156
+701
+20% +$36K 0.04% 147
2016
Q2 		$175K Sell
3,455
-40
-1% -$1.94K 0.04% 156
2016
Q1 		$163K Buy
3,495
+338
+11% +$14.6K 0.03% 162
2015
Q4 		$129K Buy
3,157
+209
+7% +$8.57K 0.03% 178
2015
Q3 		$115K Buy
2,948
+548
+23% +$20.9K 0.03% 187
2015
Q2 		$87K Hold
2,400
– – 0.02% 235
2015
Q1 		$91K Hold
2,400
– – 0.02% 220
2014
Q4 		$95K Hold
2,400
– – 0.02% 225
2014
Q3 		$91K Hold
2,400
– – 0.02% 236
2014
Q2 		$90K Hold
2,400
– – 0.02% 244
2014
Q1 		$87K Hold
2,400
– – 0.02% 249
2013
Q4 		$87K Buy
+2,400
New +$81.1K 0.02% 250

Other funds holding SYY

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Kanaly Trust's SYY Position: Q4 2016 in Review

Kanaly Trust held its Sysco (SYY) position steady in Q4 2016 at 4,156 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #130.

Kanaly Trust first reported a position in SYY in Q4 2013 and has held it in 13 quarters since. 1,054 funds tracked by Wall St. Rank hold SYY as of Q4 2016.

  • Kanaly Trust held 4,156 shares of Sysco worth $230K as of Q4 2016.
  • Kanaly Trust left its Sysco share count unchanged in Q4 2016.
  • Sysco made up 0.05% of Kanaly Trust's portfolio in Q4 2016, its #130 holding.
  • Kanaly Trust first reported a position in Sysco in Q4 2013 and has held it in 13 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Sysco as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.