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Mariner Wealth Advisors (Cincinnati)’s Sysco SYY Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		$21M Buy
286,373
+15,661
+6% +$1.13M 1.16% 29
2018
Q2 		$18.5M Buy
270,712
+169,958
+169% +$10.9M 1.1% 34
2018
Q1 		$6.04M Buy
100,754
+1,530
+2% +$92.6K 0.37% 66
2017
Q4 		$6.03M Buy
99,224
+1,916
+2% +$109K 0.36% 68
2017
Q3 		$5.25M Buy
97,308
+2,957
+3% +$154K 0.34% 69
2017
Q2 		$4.75M Buy
94,351
+6,854
+8% +$366K 0.33% 72
2017
Q1 		$4.54M Buy
87,497
+3,409
+4% +$181K 0.33% 71
2016
Q4 		$4.66M Buy
84,088
+4,736
+6% +$246K 0.36% 66
2016
Q3 		$3.89M Sell
79,352
-9,637
-11% -$495K 0.33% 72
2016
Q2 		$4.51M Buy
88,989
+3,787
+4% +$183K 0.4% 66
2016
Q1 		$3.98M Buy
85,202
+1,725
+2% +$74.4K 0.39% 62
2015
Q4 		$3.42M Buy
+83,477
New +$3.42M 0.33% 63
2015
Q1 		$3.26M Sell
86,329
-15,034
-15% -$592K 0.46% 47
2014
Q4 		$4.02M Buy
101,363
+6,912
+7% +$268K 0.58% 43
2014
Q3 		$3.58M Buy
94,451
+5,156
+6% +$192K 0.57% 43
2014
Q2 		$3.34M Buy
89,295
+16,549
+23% +$608K 0.53% 44
2014
Q1 		$2.63M Buy
72,746
+40,465
+125% +$1.45M 0.43% 47
2013
Q4 		$1.17M Sell
32,281
-3,405
-10% -$115K 0.19% 65
2013
Q3 		$1.14M Sell
35,686
-277,615
-89% -$9.31M 0.21% 61
2013
Q2 		$10.7M Buy
+313,301
New +$10.8M 2.12% 21

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s SYY Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Sysco (SYY) stake by 5.8% in Q3 2018, buying an estimated $1.13M and bringing the position to 286,373 shares worth $21M. The position accounts for 1.16% of the portfolio, ranked #29.

Mariner Wealth Advisors (Cincinnati) first reported a position in SYY in Q2 2013 and has held it in 20 quarters since. 1,182 funds tracked by Wall St. Rank hold SYY as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 286,373 shares of Sysco worth $21M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 15,661 Sysco shares in Q3 2018, an estimated $1.13M.
  • Sysco made up 1.16% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #29 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Sysco in Q2 2013 and has held it in 20 quarters since.
  • 1,182 funds tracked by Wall St. Rank held Sysco as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.