LH
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Lebenthal Holdings’s Sysco SYY Stock Holding History

Lebenthal Holdings’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
2016
Q2 		$3.65M Buy
71,869
+61,538
+596% +$2.98M 0.45% 62
2016
Q1 		$482K Buy
+10,331
New +$446K 0.08% 254

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Lebenthal Holdings's SYY Position: Q2 2016 in Review

Lebenthal Holdings increased its Sysco (SYY) stake by 596% in Q2 2016, buying an estimated $2.98M and bringing the position to 71,869 shares worth $3.65M. The position accounts for 0.45% of the portfolio, ranked #62.

Lebenthal Holdings first reported a position in SYY in Q1 2016 and has held it in 2 quarters since. 996 funds tracked by Wall St. Rank hold SYY as of Q2 2016.

  • Lebenthal Holdings held 71,869 shares of Sysco worth $3.65M as of Q2 2016.
  • Lebenthal Holdings bought 61,538 Sysco shares in Q2 2016, an estimated $2.98M.
  • Sysco made up 0.45% of Lebenthal Holdings's portfolio in Q2 2016, its #62 holding.
  • Lebenthal Holdings first reported a position in Sysco in Q1 2016 and has held it in 2 quarters since.
  • 996 funds tracked by Wall St. Rank held Sysco as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.