L.J. Altfest & Co’s Sysco SYY Stock Holding History

L.J. Altfest & Co’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
2018 Q1	–	Sell	-5,700	Closed	-$346K	–	170
2017 Q4	$346K	Hold	5,700	–	–	0.13%	119
2017 Q3	$308K	Hold	5,700	–	–	0.15%	119
2017 Q2	$287K	Hold	5,700	–	–	0.17%	118
2017 Q1	$296K	Hold	5,700	–	–	0.12%	110
2016 Q4	$316K	Sell	5,700 -160	-3%	-$8.31K	0.16%	106
2016 Q3	$287K	Sell	5,860 -77	-1%	-$3.95K	0.19%	104
2016 Q2	$301K	Buy	+5,937	New	+$287K	0.21%	98
2016 Q1	–	Sell	-5,860	Closed	-$240K	–	93
2015 Q4	$240K	Hold	5,860	–	–	0.23%	86
2015 Q3	$228K	Sell	5,860 -840	-13%	-$32.1K	0.23%	86
2015 Q2	$242K	Hold	6,700	–	–	0.22%	84
2015 Q1	$253K	Sell	6,700 -83	-1%	-$3.27K	0.24%	81
2014 Q4	$269K	Buy	+6,783	New	+$263K	0.22%	88
2014 Q2	–	Sell	-5,943	Closed	-$210K	–	86
2014 Q1	$210K	Sell	5,943 -127	-2%	-$4.56K	0.2%	100
2013 Q4	$219K	Buy	+6,070	New	+$205K	0.19%	100

Other funds holding SYY

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

L.J. Altfest & Co's SYY Position: Q1 2018 in Review

L.J. Altfest & Co sold out of Sysco (SYY) in Q1 2018, closing a stake of 5,700 shares — an estimated $346K sold.

L.J. Altfest & Co first reported a position in SYY in Q4 2013 and held it in 14 quarters. The position peaked at $346K in Q4 2017. 1,110 funds tracked by Wall St. Rank hold SYY as of Q1 2018.

L.J. Altfest & Co reported no remaining Sysco position as of Q1 2018 after selling out during the quarter.
L.J. Altfest & Co sold 5,700 Sysco shares in Q1 2018, an estimated $346K.
L.J. Altfest & Co first reported a position in Sysco in Q4 2013 and held it in 14 quarters.
L.J. Altfest & Co's Sysco position peaked at $346K in Q4 2017.
1,110 funds tracked by Wall St. Rank held Sysco as of Q1 2018.

Based on L.J. Altfest & Co's 13F filing for Q1 2018, filed 10 May 2018.