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Merion Investment Management’s Sysco SYY Stock Holding History

Merion Investment Management’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
2015
Q2 		– Sell
-25,000
Closed -$943K – 7
2015
Q1 		$943K Buy
+25,000
New +$985K 1.02% 4
2014
Q3 		– Sell
-15,000
Closed -$562K – 19
2014
Q2 		$562K Buy
+15,000
New +$551K 6.24% 5

Other funds holding SYY

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Merion Investment Management's SYY Position: Q2 2015 in Review

Merion Investment Management sold out of Sysco (SYY) in Q2 2015, closing a stake of 25,000 shares — an estimated $943K sold.

Merion Investment Management first reported a position in SYY in Q2 2014 and held it in 2 quarters. The position peaked at $943K in Q1 2015. 920 funds tracked by Wall St. Rank hold SYY as of Q2 2015.

  • Merion Investment Management reported no remaining Sysco position as of Q2 2015 after selling out during the quarter.
  • Merion Investment Management sold 25,000 Sysco shares in Q2 2015, an estimated $943K.
  • Merion Investment Management first reported a position in Sysco in Q2 2014 and held it in 2 quarters.
  • Merion Investment Management's Sysco position peaked at $943K in Q1 2015.
  • 920 funds tracked by Wall St. Rank held Sysco as of Q2 2015.

Based on Merion Investment Management's 13F filing for Q2 2015, filed 14 Aug 2015.