LAM
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Lebenthal Asset Management’s Sysco SYY Stock Holding History

Lebenthal Asset Management’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
Q1 		$3.15M Sell
60,715
-5,773
-9% -$306K 0.39% 75
2016
Q4 		$3.68M Sell
66,488
-447
-0.7% -$23.2K 0.47% 62
2016
Q3 		$3.28M Sell
66,935
-4,934
-7% -$253K 0.43% 64
2016
Q2 		$3.65M Sell
71,869
-11,251
-14% -$544K 0.47% 61
2016
Q1 		$3.88M Buy
+83,120
New +$3.59M 1.58% 30

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lebenthal Asset Management's SYY Position: Q1 2017 in Review

Lebenthal Asset Management reduced its Sysco (SYY) stake by 8.7% in Q1 2017, selling an estimated $306K and leaving 60,715 shares worth $3.15M. The position accounts for 0.39% of the portfolio, ranked #75.

Lebenthal Asset Management first reported a position in SYY in Q1 2016 and has held it in 5 quarters since. The position peaked at $3.88M in Q1 2016. 1,027 funds tracked by Wall St. Rank hold SYY as of Q1 2017.

  • Lebenthal Asset Management held 60,715 shares of Sysco worth $3.15M as of Q1 2017.
  • Lebenthal Asset Management sold 5,773 Sysco shares in Q1 2017, an estimated $306K.
  • Sysco made up 0.39% of Lebenthal Asset Management's portfolio in Q1 2017, its #75 holding.
  • Lebenthal Asset Management first reported a position in Sysco in Q1 2016 and has held it in 5 quarters since.
  • Lebenthal Asset Management's Sysco position peaked at $3.88M in Q1 2016.
  • 1,027 funds tracked by Wall St. Rank held Sysco as of Q1 2017.

Based on Lebenthal Asset Management's 13F filing for Q1 2017, filed 15 May 2017.