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KLCM Advisors’s Sysco SYY Stock Holding History

KLCM 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
Q4 		– Sell
-6,200
Closed -$242K – 75
2015
Q3 		$242K Hold
6,200
– – 0.09% 60
2015
Q2 		$224K Hold
6,200
– – 0.06% 101
2015
Q1 		$234K Buy
+6,200
New +$244K 0.07% 62
2014
Q1 		– Sell
-19,450
Closed -$702K – 77
2013
Q4 		$702K Sell
19,450
-243,449
-93% -$8.23M 0.19% 35
2013
Q3 		$8.37M Buy
262,899
+21,450
+9% +$720K 2.39% 21
2013
Q2 		$8.25M Buy
+241,449
New +$8.31M 2.6% 19

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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

KLCM Advisors's SYY Position: Q4 2015 in Review

KLCM Advisors sold out of Sysco (SYY) in Q4 2015, closing a stake of 6,200 shares — an estimated $242K sold.

KLCM Advisors first reported a position in SYY in Q2 2013 and held it in 6 quarters. The position peaked at $8.37M in Q3 2013. 929 funds tracked by Wall St. Rank hold SYY as of Q4 2015.

  • KLCM Advisors reported no remaining Sysco position as of Q4 2015 after selling out during the quarter.
  • KLCM Advisors sold 6,200 Sysco shares in Q4 2015, an estimated $242K.
  • KLCM Advisors first reported a position in Sysco in Q2 2013 and held it in 6 quarters.
  • KLCM Advisors's Sysco position peaked at $8.37M in Q3 2013.
  • 929 funds tracked by Wall St. Rank held Sysco as of Q4 2015.

Based on KLCM Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.