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Mount Lucas Management’s Sysco SYY Stock Holding History

Mount Lucas 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
2017
Q3 		– Sell
-44,238
Closed -$2.23M – 142
2017
Q2 		$2.23M Buy
44,238
+183
+0.4% +$9.77K 0.42% 70
2017
Q1 		$2.29M Sell
44,055
-5,425
-11% -$287K 0.46% 65
2016
Q4 		$2.74M Sell
49,480
-9,079
-16% -$472K 0.52% 44
2016
Q3 		$2.87M Buy
+58,559
New +$3.01M 0.51% 62

Other funds holding SYY

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Lucas Management's SYY Position: Q3 2017 in Review

Mount Lucas Management sold out of Sysco (SYY) in Q3 2017, closing a stake of 44,238 shares — an estimated $2.23M sold.

Mount Lucas Management first reported a position in SYY in Q3 2016 and held it in 4 quarters. The position peaked at $2.87M in Q3 2016. 998 funds tracked by Wall St. Rank hold SYY as of Q3 2017.

  • Mount Lucas Management reported no remaining Sysco position as of Q3 2017 after selling out during the quarter.
  • Mount Lucas Management sold 44,238 Sysco shares in Q3 2017, an estimated $2.23M.
  • Mount Lucas Management first reported a position in Sysco in Q3 2016 and held it in 4 quarters.
  • Mount Lucas Management's Sysco position peaked at $2.87M in Q3 2016.
  • 998 funds tracked by Wall St. Rank held Sysco as of Q3 2017.

Based on Mount Lucas Management's 13F filing for Q3 2017, filed 14 Nov 2017.