Northern Capital Management (Wisconsin)’s Sysco SYY Stock Holding History

Northern Capital Management (Wisconsin)’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 Q4	$576K	Sell	9,185 -825	-8%	-$55.6K	0.15%	143
2018 Q3	$733K	Sell	10,010 -440	-4%	-$31.7K	0.17%	134
2018 Q2	$714K	Sell	10,450 -1,560	-13%	-$99.6K	0.17%	134
2018 Q1	$720K	Sell	12,010 -10,900	-48%	-$660K	0.19%	135
2017 Q4	$1.39M	Sell	22,910 -4,225	-16%	-$239K	0.36%	103
2017 Q3	$1.46M	Buy	27,135 +9,535	+54%	+$496K	0.45%	84
2017 Q2	$886K	Buy	17,600 +3,575	+25%	+$191K	0.33%	97
2017 Q1	$728K	Buy	+14,025	New	+$743K	0.29%	104

Other funds holding SYY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Capital Management (Wisconsin)'s SYY Position: Q4 2018 in Review

Northern Capital Management (Wisconsin) reduced its Sysco (SYY) stake by 8.2% in Q4 2018, selling an estimated $55.6K and leaving 9,185 shares worth $576K. The position accounts for 0.15% of the portfolio, ranked #143.

Northern Capital Management (Wisconsin) first reported a position in SYY in Q1 2017 and has held it in 8 quarters since. The position peaked at $1.46M in Q3 2017. 1,205 funds tracked by Wall St. Rank hold SYY as of Q4 2018.

Northern Capital Management (Wisconsin) held 9,185 shares of Sysco worth $576K as of Q4 2018.
Northern Capital Management (Wisconsin) sold 825 Sysco shares in Q4 2018, an estimated $55.6K.
Sysco made up 0.15% of Northern Capital Management (Wisconsin)'s portfolio in Q4 2018, its #143 holding.
Northern Capital Management (Wisconsin) first reported a position in Sysco in Q1 2017 and has held it in 8 quarters since.
Northern Capital Management (Wisconsin)'s Sysco position peaked at $1.46M in Q3 2017.
1,205 funds tracked by Wall St. Rank held Sysco as of Q4 2018.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q4 2018, filed 1 Feb 2019.