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Kurt F. Somerville’s Sysco SYY Stock Holding History

Kurt F. Somerville’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
2019
Q2 		– Sell
-8,875
Closed -$592K – 107
2019
Q1 		$592K Hold
8,875
– – 0.12% 63
2018
Q4 		$556K Hold
8,875
– – 0.13% 62
2018
Q3 		$650K Buy
8,875
+550
+7% +$39.6K 0.13% 66
2018
Q2 		$568K Sell
8,325
-50
-0.6% -$3.19K 0.13% 70
2018
Q1 		$502K Sell
8,375
-200
-2% -$12.1K 0.11% 74
2017
Q4 		$521K Sell
8,575
-200
-2% -$11.3K 0.11% 77
2017
Q3 		$473K Sell
8,775
-900
-9% -$46.8K 0.09% 75
2017
Q2 		$487K Sell
9,675
-500
-5% -$26.7K 0.1% 74
2017
Q1 		$529K Sell
10,175
-500
-5% -$26.5K 0.11% 74
2016
Q4 		$591K Hold
10,675
– – 0.13% 73
2016
Q3 		$524K Buy
10,675
+75
+0.7% +$3.85K 0.11% 79
2016
Q2 		$538K Hold
10,600
– – 0.12% 78
2016
Q1 		$495K Hold
10,600
– – 0.11% 77
2015
Q4 		$434K Hold
10,600
– – 0.1% 81
2015
Q3 		$413K Sell
10,600
-400
-4% -$15.3K 0.11% 80
2015
Q2 		$397K Hold
11,000
– – 0.09% 87
2015
Q1 		$415K Hold
11,000
– – 0.09% 89
2014
Q4 		$437K Buy
11,000
+2,400
+28% +$93K 0.11% 91
2014
Q3 		$326K Hold
8,600
– – 0.13% 83
2014
Q2 		$322K Hold
8,600
– – 0.13% 86
2014
Q1 		$311K Buy
8,600
+200
+2% +$7.18K 0.12% 85
2013
Q4 		$303K Hold
8,400
– – 0.12% 88
2013
Q3 		$267K Hold
8,400
– – 0.11% 92
2013
Q2 		$287K Buy
+8,400
New +$289K 0.12% 90

Other funds holding SYY

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kurt F. Somerville's SYY Position: Q2 2019 in Review

Kurt F. Somerville sold out of Sysco (SYY) in Q2 2019, closing a stake of 8,875 shares — an estimated $592K sold.

Kurt F. Somerville first reported a position in SYY in Q2 2013 and held it in 24 quarters. The position peaked at $650K in Q3 2018. 1,207 funds tracked by Wall St. Rank hold SYY as of Q2 2019.

  • Kurt F. Somerville reported no remaining Sysco position as of Q2 2019 after selling out during the quarter.
  • Kurt F. Somerville sold 8,875 Sysco shares in Q2 2019, an estimated $592K.
  • Kurt F. Somerville first reported a position in Sysco in Q2 2013 and held it in 24 quarters.
  • Kurt F. Somerville's Sysco position peaked at $650K in Q3 2018.
  • 1,207 funds tracked by Wall St. Rank held Sysco as of Q2 2019.

Based on Kurt F. Somerville's 13F filing for Q2 2019, filed 24 Jul 2019.