Miles Capital’s Sysco SYY Stock Holding History

Miles Capital’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
2016 Q4	–	Sell	-4,290	Closed	-$210K	–	199
2016 Q3	$210K	Sell	4,290 -6	-0.1%	-$308	0.14%	117
2016 Q2	$218K	Sell	4,296 -21,507	-83%	-$1.04M	0.15%	170
2016 Q1	$1.21M	Sell	25,803 -639	-2%	-$27.6K	0.81%	22
2015 Q4	$1.08M	Sell	26,442 -178	-0.7%	-$7.3K	0.74%	27
2015 Q3	$1.04M	Sell	26,620 -512	-2%	-$19.5K	0.75%	27
2015 Q2	$979K	Buy	+27,132	New	+$1.02M	0.64%	37

Other funds holding SYY

TFM

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Miles Capital's SYY Position: Q4 2016 in Review

Miles Capital sold out of Sysco (SYY) in Q4 2016, closing a stake of 4,290 shares — an estimated $210K sold.

Miles Capital first reported a position in SYY in Q2 2015 and held it in 6 quarters. The position peaked at $1.21M in Q1 2016. 1,054 funds tracked by Wall St. Rank hold SYY as of Q4 2016.

Miles Capital reported no remaining Sysco position as of Q4 2016 after selling out during the quarter.
Miles Capital sold 4,290 Sysco shares in Q4 2016, an estimated $210K.
Miles Capital first reported a position in Sysco in Q2 2015 and held it in 6 quarters.
Miles Capital's Sysco position peaked at $1.21M in Q1 2016.
1,054 funds tracked by Wall St. Rank held Sysco as of Q4 2016.

Based on Miles Capital's 13F filing for Q4 2016, filed 14 Feb 2017.