MHI Funds’s Sysco SYY Stock Holding History

MHI Funds’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 Q3	–	Sell	-25,710	Closed	-$1.76M	–	99
2018 Q2	$1.76M	Sell	25,710 -11,425	-31%	-$730K	1.51%	39
2018 Q1	$2.23M	Buy	37,135 +4	+0%	+$242	1.93%	34
2017 Q4	$2.25M	Buy	+37,131	New	+$2.1M	1.95%	33

Other funds holding SYY

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

MHI Funds's SYY Position: Q3 2018 in Review

MHI Funds sold out of Sysco (SYY) in Q3 2018, closing a stake of 25,710 shares — an estimated $1.76M sold.

MHI Funds first reported a position in SYY in Q4 2017 and held it in 3 quarters. The position peaked at $2.25M in Q4 2017. 1,182 funds tracked by Wall St. Rank hold SYY as of Q3 2018.

MHI Funds reported no remaining Sysco position as of Q3 2018 after selling out during the quarter.
MHI Funds sold 25,710 Sysco shares in Q3 2018, an estimated $1.76M.
MHI Funds first reported a position in Sysco in Q4 2017 and held it in 3 quarters.
MHI Funds's Sysco position peaked at $2.25M in Q4 2017.
1,182 funds tracked by Wall St. Rank held Sysco as of Q3 2018.

Based on MHI Funds's 13F filing for Q3 2018, filed 29 Oct 2018.