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King Investment Advisors’s Sysco SYY Stock Holding History

King Investment Advisors’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
2015
Q2 		– Sell
-9,950
Closed -$375K – 93
2015
Q1 		$375K Sell
9,950
-2,300
-19% -$90.6K 0.18% 81
2014
Q4 		$487K Hold
12,250
– – 0.22% 74
2014
Q3 		$465K Hold
12,250
– – 0.21% 77
2014
Q2 		$459K Buy
12,250
+1,900
+18% +$69.8K 0.2% 78
2014
Q1 		$374K Hold
10,350
– – 0.17% 81
2013
Q4 		$374K Hold
10,350
– – 0.17% 89
2013
Q3 		$329K Buy
10,350
+650
+7% +$21.8K 0.14% 106
2013
Q2 		$331K Buy
+9,700
New +$334K 0.14% 95

Other funds holding SYY

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

King Investment Advisors's SYY Position: Q2 2015 in Review

King Investment Advisors sold out of Sysco (SYY) in Q2 2015, closing a stake of 9,950 shares — an estimated $375K sold.

King Investment Advisors first reported a position in SYY in Q2 2013 and held it in 8 quarters. The position peaked at $487K in Q4 2014. 919 funds tracked by Wall St. Rank hold SYY as of Q2 2015.

  • King Investment Advisors reported no remaining Sysco position as of Q2 2015 after selling out during the quarter.
  • King Investment Advisors sold 9,950 Sysco shares in Q2 2015, an estimated $375K.
  • King Investment Advisors first reported a position in Sysco in Q2 2013 and held it in 8 quarters.
  • King Investment Advisors's Sysco position peaked at $487K in Q4 2014.
  • 919 funds tracked by Wall St. Rank held Sysco as of Q2 2015.

Based on King Investment Advisors's 13F filing for Q2 2015, filed 2 Nov 2015.