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Ladenburg Thalmann Financial Services’s Sysco SYY Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$11.3M Buy
133,401
+5,429
+4% +$440K 0.07% 270
2019
Q3 		$10.2M Sell
127,972
-4,829
-4% -$354K 0.07% 272
2019
Q2 		$9.39M Buy
132,801
+2,353
+2% +$167K 0.07% 285
2019
Q1 		$8.71M Buy
130,448
+4,851
+4% +$316K 0.07% 277
2018
Q4 		$7.84M Buy
125,597
+34,989
+39% +$2.36M 0.07% 255
2018
Q3 		$6.64M Buy
90,608
+10,517
+13% +$758K 0.06% 307
2018
Q2 		$4.79M Hold
80,091
– – 0.04% 373
2018
Q1 		$4.79M Buy
80,091
+6,062
+8% +$367K 0.04% 373
2017
Q4 		$4.49M Buy
74,029
+3,027
+4% +$172K 0.04% 376
2017
Q3 		$3.83M Sell
71,002
-12,977
-15% -$675K 0.04% 384
2017
Q2 		$4.23M Buy
83,979
+209
+0.2% +$11.2K 0.05% 335
2017
Q1 		$4.35M Sell
83,770
-3,007
-3% -$159K 0.06% 310
2016
Q4 		$4.76M Sell
86,777
-924
-1% -$48K 0.07% 264
2016
Q3 		$4.29M Sell
87,701
-3,410
-4% -$175K 0.06% 271
2016
Q2 		$4.62M Buy
91,111
+9,707
+12% +$470K 0.07% 235
2016
Q1 		$3.81M Buy
81,404
+26,089
+47% +$1.13M 0.07% 270
2015
Q4 		$2.27M Buy
55,315
+6,157
+13% +$252K 0.04% 387
2015
Q3 		$1.91M Sell
49,158
-8,099
-14% -$309K 0.04% 396
2015
Q2 		$2.07M Buy
57,257
+1,067
+2% +$39.9K 0.04% 423
2015
Q1 		$2.12M Buy
56,190
+9,058
+19% +$357K 0.04% 409
2014
Q4 		$1.87M Buy
47,132
+20,110
+74% +$780K 0.04% 375
2014
Q3 		$1.02M Sell
27,022
-278
-1% -$10.4K 0.03% 497
2014
Q2 		$1.02M Buy
27,300
+585
+2% +$21.5K 0.03% 500
2014
Q1 		$966K Buy
26,715
+1,627
+6% +$58.4K 0.03% 466
2013
Q4 		$905K Sell
25,088
-1,975
-7% -$66.8K 0.03% 478
2013
Q3 		$864K Buy
27,063
+870
+3% +$29.2K 0.03% 470
2013
Q2 		$897K Buy
+26,193
New +$902K 0.03% 428

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SYY Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Sysco (SYY) stake by 4.2% in Q4 2019, buying an estimated $440K and bringing the position to 133,401 shares worth $11.3M. The position accounts for 0.07% of the portfolio, ranked #270.

Ladenburg Thalmann Financial Services first reported a position in SYY in Q2 2013 and has held it in 27 quarters since. 1,333 funds tracked by Wall St. Rank hold SYY as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 133,401 shares of Sysco worth $11.3M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 5,429 Sysco shares in Q4 2019, an estimated $440K.
  • Sysco made up 0.07% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #270 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Sysco in Q2 2013 and has held it in 27 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Sysco as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.