KKAMG
SYY icon

Kernodle & Katon Asset Management Group’s Sysco SYY Stock Holding History

Kernodle & Katon Asset Management Group’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
Q1 		$67K Sell
1,300
-27,883
-96% -$1.48M 0.04% 154
2016
Q4 		$1.62M Buy
29,183
+2,823
+11% +$147K 0.97% 28
2016
Q3 		$1.29M Buy
26,360
+3,660
+16% +$188K 0.8% 35
2016
Q2 		$1.15M Buy
22,700
+10,469
+86% +$506K 1.06% 18
2016
Q1 		$572K Buy
12,231
+8,837
+260% +$381K 0.54% 20
2015
Q4 		$139K Buy
+3,394
New +$139K 0.13% 39

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kernodle & Katon Asset Management Group's SYY Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group reduced its Sysco (SYY) stake by 96% in Q1 2017, selling an estimated $1.48M and leaving 1,300 shares worth $67K. The position accounts for 0.04% of the portfolio, ranked #154.

Kernodle & Katon Asset Management Group first reported a position in SYY in Q4 2015 and has held it in 6 quarters since. The position peaked at $1.62M in Q4 2016. 1,027 funds tracked by Wall St. Rank hold SYY as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 1,300 shares of Sysco worth $67K as of Q1 2017.
  • Kernodle & Katon Asset Management Group sold 27,883 Sysco shares in Q1 2017, an estimated $1.48M.
  • Sysco made up 0.04% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #154 holding.
  • Kernodle & Katon Asset Management Group first reported a position in Sysco in Q4 2015 and has held it in 6 quarters since.
  • Kernodle & Katon Asset Management Group's Sysco position peaked at $1.62M in Q4 2016.
  • 1,027 funds tracked by Wall St. Rank held Sysco as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.