Marshwinds Advisory’s Sysco SYY Stock Holding History

Marshwinds Advisory’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 Q4	$257K	Sell	4,100 -100	-2%	-$6.74K	0.14%	108
2018 Q3	$308K	Sell	4,200 -250	-6%	-$18K	0.14%	111
2018 Q2	$304K	Hold	4,450	–	–	0.14%	111
2018 Q1	$267K	Hold	4,450	–	–	0.13%	119
2017 Q4	$270K	Hold	4,450	–	–	0.12%	119
2017 Q3	$240K	Sell	4,450 -200	-4%	-$10.4K	0.11%	124
2017 Q2	$234K	Sell	4,650 -151	-3%	-$8.06K	0.11%	126
2017 Q1	$249K	Hold	4,801	–	–	0.12%	120
2016 Q4	$266K	Sell	4,801 -200	-4%	-$10.4K	0.13%	120
2016 Q3	$245K	Sell	5,001 -100	-2%	-$5.14K	0.12%	122
2016 Q2	$259K	Hold	5,101	–	–	0.13%	120
2016 Q1	$238K	Sell	5,101 -624	-11%	-$26.9K	0.12%	123
2015 Q4	$235K	Sell	5,725 -150	-3%	-$6.15K	0.12%	124
2015 Q3	$229K	Buy	+5,875	New	+$224K	0.12%	128

Other funds holding SYY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Marshwinds Advisory's SYY Position: Q4 2018 in Review

Marshwinds Advisory reduced its Sysco (SYY) stake by 2.4% in Q4 2018, selling an estimated $6.74K and leaving 4,100 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #108.

Marshwinds Advisory first reported a position in SYY in Q3 2015 and has held it in 14 quarters since. The position peaked at $308K in Q3 2018. 1,205 funds tracked by Wall St. Rank hold SYY as of Q4 2018.

Marshwinds Advisory held 4,100 shares of Sysco worth $257K as of Q4 2018.
Marshwinds Advisory sold 100 Sysco shares in Q4 2018, an estimated $6.74K.
Sysco made up 0.14% of Marshwinds Advisory's portfolio in Q4 2018, its #108 holding.
Marshwinds Advisory first reported a position in Sysco in Q3 2015 and has held it in 14 quarters since.
Marshwinds Advisory's Sysco position peaked at $308K in Q3 2018.
1,205 funds tracked by Wall St. Rank held Sysco as of Q4 2018.

Based on Marshwinds Advisory's 13F filing for Q4 2018, filed 7 Jan 2019.