Monroe Bank & Trust’s Sysco SYY Stock Holding History

Monroe Bank & Trust’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	-1,131	Closed	-$77K	–	215
2018 Q2	$77K	Buy	1,131 +181	+19%	+$11.6K	0.02%	131
2018 Q1	$57K	Hold	950	–	–	0.02%	149
2017 Q4	$58K	Buy	+950	New	+$53.8K	0.02%	148
2017 Q3	–	Sell	-950	Closed	-$48K	–	229
2017 Q2	$48K	Hold	950	–	–	0.02%	160
2017 Q1	$49K	Hold	950	–	–	0.02%	160
2016 Q4	$53K	Buy	+950	New	+$49.3K	0.02%	166
2016 Q2	–	Sell	-950	Closed	-$44K	–	288
2016 Q1	$44K	Sell	950 -320	-25%	-$13.8K	0.02%	181
2015 Q4	$52K	Hold	1,270	–	–	0.02%	176
2015 Q3	$49K	Buy	1,270 +320	+34%	+$12.2K	0.02%	177
2015 Q2	$34K	Hold	950	–	–	0.01%	193
2015 Q1	$36K	Hold	950	–	–	0.01%	188
2014 Q4	$38K	Buy	+950	New	+$36.8K	0.01%	190
2014 Q3	–	Sell	-950	Closed	-$36K	–	251
2014 Q2	$36K	Hold	950	–	–	0.01%	213
2014 Q1	$34K	Hold	950	–	–	0.01%	222
2013 Q4	$34K	Hold	950	–	–	0.01%	202
2013 Q3	$30K	Hold	950	–	–	0.01%	203
2013 Q2	$32K	Buy	+950	New	+$32.7K	0.01%	197

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

Monroe Bank & Trust's SYY Position: Q3 2018 in Review

Monroe Bank & Trust sold out of Sysco (SYY) in Q3 2018, closing a stake of 1,131 shares — an estimated $77K sold.

Monroe Bank & Trust first reported a position in SYY in Q2 2013 and held it in 17 quarters. The position peaked at $77K in Q2 2018. 1,182 funds tracked by Wall St. Rank hold SYY as of Q3 2018.

Monroe Bank & Trust reported no remaining Sysco position as of Q3 2018 after selling out during the quarter.
Monroe Bank & Trust sold 1,131 Sysco shares in Q3 2018, an estimated $77K.
Monroe Bank & Trust first reported a position in Sysco in Q2 2013 and held it in 17 quarters.
Monroe Bank & Trust's Sysco position peaked at $77K in Q2 2018.
1,182 funds tracked by Wall St. Rank held Sysco as of Q3 2018.

Based on Monroe Bank & Trust's 13F filing for Q3 2018, filed 14 Nov 2018.