Meridian Investment Counsel’s Sysco SYY Stock Holding History

Meridian Investment Counsel’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
2019 Q4	–	Sell	-3,000	Closed	-$238K	–	188
2019 Q3	$238K	Hold	3,000	–	–	0.13%	152
2019 Q2	$212K	Hold	3,000	–	–	0.12%	158
2019 Q1	$200K	Buy	+3,000	New	+$195K	0.12%	164
2018 Q4	–	Sell	-3,000	Closed	-$220K	–	178
2018 Q3	$220K	Hold	3,000	–	–	0.12%	165
2018 Q2	$205K	Buy	+3,000	New	+$192K	0.12%	169
2016 Q4	–	Sell	-4,600	Closed	-$225K	–	174
2016 Q3	$225K	Hold	4,600	–	–	0.15%	145
2016 Q2	$233K	Hold	4,600	–	–	0.16%	146
2016 Q1	$215K	Buy	+4,600	New	+$198K	0.15%	151

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

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

TFM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Investment Counsel's SYY Position: Q4 2019 in Review

Meridian Investment Counsel sold out of Sysco (SYY) in Q4 2019, closing a stake of 3,000 shares — an estimated $238K sold.

Meridian Investment Counsel first reported a position in SYY in Q1 2016 and held it in 8 quarters. The position peaked at $238K in Q3 2019. 1,334 funds tracked by Wall St. Rank hold SYY as of Q4 2019.

Meridian Investment Counsel reported no remaining Sysco position as of Q4 2019 after selling out during the quarter.
Meridian Investment Counsel sold 3,000 Sysco shares in Q4 2019, an estimated $238K.
Meridian Investment Counsel first reported a position in Sysco in Q1 2016 and held it in 8 quarters.
Meridian Investment Counsel's Sysco position peaked at $238K in Q3 2019.
1,334 funds tracked by Wall St. Rank held Sysco as of Q4 2019.

Based on Meridian Investment Counsel's 13F filing for Q4 2019, filed 6 Feb 2020.