KL
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KWMG LLC’s Sysco SYY Stock Holding History

KWMG LLC’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
Q3 		– Sell
-30,798
Closed -$1.55M – 108
2017
Q2 		$1.55M Buy
30,798
+2,123
+7% +$113K 0.55% 64
2017
Q1 		$1.49M Buy
28,675
+6,528
+29% +$346K 0.57% 61
2016
Q4 		$1.23M Buy
22,147
+6,169
+39% +$320K 0.53% 58
2016
Q3 		$783K Buy
15,978
+1,902
+14% +$97.7K 0.38% 79
2016
Q2 		$714K Buy
14,076
+1,188
+9% +$57.5K 0.39% 78
2016
Q1 		$602K Buy
12,888
+2,473
+24% +$107K 0.35% 88
2015
Q4 		$427K Buy
10,415
+2,878
+38% +$118K 0.29% 97
2015
Q3 		$294K Buy
7,537
+1,413
+23% +$53.9K 0.22% 99
2015
Q2 		$221K Buy
+6,124
New +$229K 0.16% 116

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KWMG LLC's SYY Position: Q3 2017 in Review

KWMG LLC sold out of Sysco (SYY) in Q3 2017, closing a stake of 30,798 shares — an estimated $1.55M sold.

KWMG LLC first reported a position in SYY in Q2 2015 and held it in 9 quarters. The position peaked at $1.55M in Q2 2017. 998 funds tracked by Wall St. Rank hold SYY as of Q3 2017.

  • KWMG LLC reported no remaining Sysco position as of Q3 2017 after selling out during the quarter.
  • KWMG LLC sold 30,798 Sysco shares in Q3 2017, an estimated $1.55M.
  • KWMG LLC first reported a position in Sysco in Q2 2015 and held it in 9 quarters.
  • KWMG LLC's Sysco position peaked at $1.55M in Q2 2017.
  • 998 funds tracked by Wall St. Rank held Sysco as of Q3 2017.

Based on KWMG LLC's 13F filing for Q3 2017, filed 7 Nov 2017.