NES
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New England Securities’s Sysco SYY Stock Holding History

New England Securities’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
Q4 		$75K Sell
1,899
-472
-20% -$18.3K 0.03% 486
2014
Q3 		$90K Sell
2,371
-52
-2% -$1.94K 0.03% 452
2014
Q2 		$91K Sell
2,423
-1,537
-39% -$56.4K 0.03% 463
2014
Q1 		$143K Sell
3,960
-568
-13% -$20.4K 0.05% 321
2013
Q4 		$163K Buy
4,528
+226
+5% +$7.64K 0.07% 291
2013
Q3 		$137K Buy
4,302
+59
+1% +$1.98K 0.07% 292
2013
Q2 		$145K Buy
+4,243
New +$146K 0.1% 224

Other funds holding SYY

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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 $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

New England Securities's SYY Position: Q4 2014 in Review

New England Securities reduced its Sysco (SYY) stake by 20% in Q4 2014, selling an estimated $18.3K and leaving 1,899 shares worth $75K. The position accounts for 0.03% of the portfolio, ranked #486.

New England Securities first reported a position in SYY in Q2 2013 and has held it in 7 quarters since. The position peaked at $163K in Q4 2013. 919 funds tracked by Wall St. Rank hold SYY as of Q4 2014.

  • New England Securities held 1,899 shares of Sysco worth $75K as of Q4 2014.
  • New England Securities sold 472 Sysco shares in Q4 2014, an estimated $18.3K.
  • Sysco made up 0.03% of New England Securities's portfolio in Q4 2014, its #486 holding.
  • New England Securities first reported a position in Sysco in Q2 2013 and has held it in 7 quarters since.
  • New England Securities's Sysco position peaked at $163K in Q4 2013.
  • 919 funds tracked by Wall St. Rank held Sysco as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.