McAdam LLC’s Sysco SYY Stock Holding History

McAdam LLC’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	–	Sell	-1,985	Closed	-$145K	–	538
2018 Q3	$145K	Hold	1,985	–	–	0.05%	84
2018 Q2	$136K	Hold	1,985	–	–	0.06%	80
2018 Q1	$119K	Buy	+1,985	New	+$120K	0.05%	88

Other funds holding SYY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

McAdam LLC's SYY Position: Q4 2018 in Review

McAdam LLC sold out of Sysco (SYY) in Q4 2018, closing a stake of 1,985 shares — an estimated $145K sold.

McAdam LLC first reported a position in SYY in Q1 2018 and held it in 3 quarters. The position peaked at $145K in Q3 2018. 1,205 funds tracked by Wall St. Rank hold SYY as of Q4 2018.

McAdam LLC reported no remaining Sysco position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 1,985 Sysco shares in Q4 2018, an estimated $145K.
McAdam LLC first reported a position in Sysco in Q1 2018 and held it in 3 quarters.
McAdam LLC's Sysco position peaked at $145K in Q3 2018.
1,205 funds tracked by Wall St. Rank held Sysco as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.