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Lilley & Co’s Sysco SYY Stock Holding History

Lilley & 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
2014
Q2 		$2.18M Sell
58,146
-8,376
-13% -$308K 0.97% 31
2014
Q1 		$2.4M Sell
66,522
-11,450
-15% -$411K 1.1% 31
2013
Q4 		$2.81M Sell
77,972
-2,446
-3% -$82.7K 1.31% 31
2013
Q3 		$2.56M Sell
80,418
-4,396
-5% -$147K 1.34% 29
2013
Q2 		$2.9M Buy
+84,814
New +$2.92M 1.57% 24

Other funds holding SYY

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Lilley & Co's SYY Position: Q2 2014 in Review

Lilley & Co reduced its Sysco (SYY) stake by 13% in Q2 2014, selling an estimated $308K and leaving 58,146 shares worth $2.18M. The position accounts for 0.97% of the portfolio, ranked #31.

Lilley & Co first reported a position in SYY in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.9M in Q2 2013. 874 funds tracked by Wall St. Rank hold SYY as of Q2 2014.

  • Lilley & Co held 58,146 shares of Sysco worth $2.18M as of Q2 2014.
  • Lilley & Co sold 8,376 Sysco shares in Q2 2014, an estimated $308K.
  • Sysco made up 0.97% of Lilley & Co's portfolio in Q2 2014, its #31 holding.
  • Lilley & Co first reported a position in Sysco in Q2 2013 and has held it in 5 quarters since.
  • Lilley & Co's Sysco position peaked at $2.9M in Q2 2013.
  • 874 funds tracked by Wall St. Rank held Sysco as of Q2 2014.

Based on Lilley & Co's 13F filing for Q2 2014, filed 14 Jul 2014.