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McAdams Wright Ragen’s Sysco SYY Stock Holding History

McAdams Wright Ragen’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
Q3 		$16.5M Buy
435,214
+21,950
+5% +$819K 0.92% 31
2014
Q2 		$15.5M Buy
413,264
+71,315
+21% +$2.62M 0.87% 32
2014
Q1 		$12.4M Buy
341,949
+2,746
+0.8% +$98.6K 0.77% 34
2013
Q4 		$12.2M Buy
339,203
+5,904
+2% +$200K 0.81% 32
2013
Q3 		$10.6M Sell
333,299
-11,061
-3% -$371K 0.84% 31
2013
Q2 		$11.8M Buy
+344,360
New +$11.9M 0.94% 25

Other funds holding SYY

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

McAdams Wright Ragen's SYY Position: Q3 2014 in Review

McAdams Wright Ragen increased its Sysco (SYY) stake by 5.3% in Q3 2014, buying an estimated $819K and bringing the position to 435,214 shares worth $16.5M. The position accounts for 0.92% of the portfolio, ranked #31.

McAdams Wright Ragen first reported a position in SYY in Q2 2013 and has held it in 6 quarters since. 880 funds tracked by Wall St. Rank hold SYY as of Q3 2014.

  • McAdams Wright Ragen held 435,214 shares of Sysco worth $16.5M as of Q3 2014.
  • McAdams Wright Ragen bought 21,950 Sysco shares in Q3 2014, an estimated $819K.
  • Sysco made up 0.92% of McAdams Wright Ragen's portfolio in Q3 2014, its #31 holding.
  • McAdams Wright Ragen first reported a position in Sysco in Q2 2013 and has held it in 6 quarters since.
  • 880 funds tracked by Wall St. Rank held Sysco as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.