Kovitz Investment Group’s Sysco SYY Stock Holding History

Kovitz Investment 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
2014 Q2	–	Sell	-476,695	Closed	-$16.8M	–	123
2014 Q1	$16.8M	Buy	476,695 +461,625	+3,063%	+$16.6M	0.86%	44
2013 Q4	$544K	Sell	15,070 -1,033,997	-99%	-$35M	0.02%	88
2013 Q3	$33.4M	Buy	1,049,067 +100,038	+11%	+$3.36M	1.62%	30
2013 Q2	$32.4M	Buy	+949,029	New	+$32.7M	1.66%	31

Other funds holding SYY

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Kovitz Investment Group's SYY Position: Q2 2014 in Review

Kovitz Investment Group sold out of Sysco (SYY) in Q2 2014, closing a stake of 476,695 shares — an estimated $16.8M sold.

Kovitz Investment Group first reported a position in SYY in Q2 2013 and held it in 4 quarters. The position peaked at $33.4M in Q3 2013. 874 funds tracked by Wall St. Rank hold SYY as of Q2 2014.

Kovitz Investment Group reported no remaining Sysco position as of Q2 2014 after selling out during the quarter.
Kovitz Investment Group sold 476,695 Sysco shares in Q2 2014, an estimated $16.8M.
Kovitz Investment Group first reported a position in Sysco in Q2 2013 and held it in 4 quarters.
Kovitz Investment Group's Sysco position peaked at $33.4M in Q3 2013.
874 funds tracked by Wall St. Rank held Sysco as of Q2 2014.

Based on Kovitz Investment Group's 13F filing for Q2 2014, filed 14 Aug 2014.