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Lodestar Investment Counsel’s Sysco SYY Stock Holding History

Lodestar Investment Counsel’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
Q2 		$12.3M Sell
173,238
-2,374
-1% -$169K 1.26% 26
2019
Q1 		$11.7M Sell
175,612
-848
-0.5% -$55.2K 1.25% 30
2018
Q4 		$11.1M Sell
176,460
-1,791
-1% -$121K 1.35% 26
2018
Q3 		$13.1M Sell
178,251
-2,548
-1% -$184K 1.41% 26
2018
Q2 		$12.3M Sell
180,799
-199
-0.1% -$12.7K 1.42% 28
2018
Q1 		$10.9M Sell
180,998
-1,798
-1% -$109K 1.26% 30
2017
Q4 		$11.1M Sell
182,796
-6,883
-4% -$390K 1.28% 28
2017
Q3 		$10.2M Sell
189,679
-98
-0.1% -$5.1K 1.26% 28
2017
Q2 		$9.55M Sell
189,777
-399
-0.2% -$21.3K 1.22% 36
2017
Q1 		$9.87M Sell
190,176
-32,912
-15% -$1.74M 1.28% 33
2016
Q4 		$12.4M Sell
223,088
-6,148
-3% -$319K 1.67% 22
2016
Q3 		$11.2M Sell
229,236
-6,719
-3% -$345K 1.55% 22
2016
Q2 		$12M Sell
235,955
-3,698
-2% -$179K 1.7% 20
2016
Q1 		$11.2M Buy
239,653
+5,096
+2% +$220K 1.61% 20
2015
Q4 		$9.62M Sell
234,557
-1,748
-0.7% -$71.7K 1.52% 26
2015
Q3 		$9.21M Sell
236,305
-8,473
-3% -$323K 1.55% 23
2015
Q2 		$8.84M Buy
244,778
+610
+0.2% +$22.8K 1.39% 29
2015
Q1 		$9.21M Sell
244,168
-1,291
-0.5% -$50.9K 1.42% 29
2014
Q4 		$9.74M Buy
245,459
+1,752
+0.7% +$67.9K 2.79% 13
2014
Q3 		$9.25M Sell
243,707
-848
-0.3% -$31.7K 2.83% 11
2014
Q2 		$9.16M Sell
244,555
-1,132
-0.5% -$41.6K 2.75% 12
2014
Q1 		$8.88M Sell
245,687
-1,498
-0.6% -$53.8K 2.78% 11
2013
Q4 		$8.92M Buy
247,185
+8,377
+4% +$283K 2.9% 13
2013
Q3 		$7.6M Buy
238,808
+2,452
+1% +$82.3K 2.76% 15
2013
Q2 		$8.07M Buy
+236,356
New +$8.14M 3.09% 10

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lodestar Investment Counsel's SYY Position: Q2 2019 in Review

Lodestar Investment Counsel reduced its Sysco (SYY) stake by 1.4% in Q2 2019, selling an estimated $169K and leaving 173,238 shares worth $12.3M. The position accounts for 1.26% of the portfolio, ranked #26.

Lodestar Investment Counsel first reported a position in SYY in Q2 2013 and has held it in 25 quarters since. The position peaked at $13.1M in Q3 2018. 1,207 funds tracked by Wall St. Rank hold SYY as of Q2 2019.

  • Lodestar Investment Counsel held 173,238 shares of Sysco worth $12.3M as of Q2 2019.
  • Lodestar Investment Counsel sold 2,374 Sysco shares in Q2 2019, an estimated $169K.
  • Sysco made up 1.26% of Lodestar Investment Counsel's portfolio in Q2 2019, its #26 holding.
  • Lodestar Investment Counsel first reported a position in Sysco in Q2 2013 and has held it in 25 quarters since.
  • Lodestar Investment Counsel's Sysco position peaked at $13.1M in Q3 2018.
  • 1,207 funds tracked by Wall St. Rank held Sysco as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.