Long Wharf Investors’s Sysco SYY Stock Holding History

Long Wharf Investors’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	$450K	Buy	12,007 +151	+1%	+$5.54K	0.35%	109
2014 Q1	$428K	Buy	+11,856	New	+$426K	0.37%	110

Other funds holding SYY

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $59B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Long Wharf Investors's SYY Position: Q2 2014 in Review

Long Wharf Investors increased its Sysco (SYY) stake by 1.3% in Q2 2014, buying an estimated $5.54K and bringing the position to 12,007 shares worth $450K. The position accounts for 0.35% of the portfolio, ranked #109.

Long Wharf Investors first reported a position in SYY in Q1 2014 and has held it in 2 quarters since. 874 funds tracked by Wall St. Rank hold SYY as of Q2 2014.

Long Wharf Investors held 12,007 shares of Sysco worth $450K as of Q2 2014.
Long Wharf Investors bought 151 Sysco shares in Q2 2014, an estimated $5.54K.
Sysco made up 0.35% of Long Wharf Investors's portfolio in Q2 2014, its #109 holding.
Long Wharf Investors first reported a position in Sysco in Q1 2014 and has held it in 2 quarters since.
874 funds tracked by Wall St. Rank held Sysco as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.