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Mogy Joel R Investment Counsel’s Sysco SYY Stock Holding History

Mogy Joel R 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
2014
Q1 		– Sell
-12,000
Closed -$433K – 147
2013
Q4 		$433K Hold
12,000
– – 0.09% 112
2013
Q3 		$382K Hold
12,000
– – 0.09% 114
2013
Q2 		$410K Buy
+12,000
New +$413K 0.1% 105

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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

Mogy Joel R Investment Counsel's SYY Position: Q1 2014 in Review

Mogy Joel R Investment Counsel sold out of Sysco (SYY) in Q1 2014, closing a stake of 12,000 shares — an estimated $433K sold.

Mogy Joel R Investment Counsel first reported a position in SYY in Q2 2013 and held it in 3 quarters. The position peaked at $433K in Q4 2013. 885 funds tracked by Wall St. Rank hold SYY as of Q1 2014.

  • Mogy Joel R Investment Counsel reported no remaining Sysco position as of Q1 2014 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 12,000 Sysco shares in Q1 2014, an estimated $433K.
  • Mogy Joel R Investment Counsel first reported a position in Sysco in Q2 2013 and held it in 3 quarters.
  • Mogy Joel R Investment Counsel's Sysco position peaked at $433K in Q4 2013.
  • 885 funds tracked by Wall St. Rank held Sysco as of Q1 2014.

Based on Mogy Joel R Investment Counsel's 13F filing for Q1 2014, filed 14 May 2014.