Old Mutual Customised Solutions’s Sysco SYY Stock Holding History

Old Mutual Customised Solutions’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 Q2	$851K	Hold	12,467	–	–	0.08%	274
2018 Q1	$748K	Hold	12,467	–	–	0.08%	311
2017 Q4	$757K	Hold	12,467	–	–	0.08%	307
2017 Q3	$673K	Buy	12,467 +2,200	+21%	+$114K	0.09%	260
2017 Q2	$517K	Hold	10,267	–	–	0.08%	304
2017 Q1	$533K	Buy	10,267 +1,367	+15%	+$72.4K	0.08%	297
2016 Q4	$493K	Buy	8,900 +3,700	+71%	+$192K	0.09%	276
2016 Q3	$255K	Sell	5,200 -1,100	-17%	-$56.5K	0.07%	314
2016 Q2	$320K	Sell	6,300 -7,300	-54%	-$353K	0.08%	300
2016 Q1	$636K	Sell	13,600 -7,400	-35%	-$319K	0.16%	154
2015 Q4	$861K	Hold	21,000	–	–	0.22%	105
2015 Q3	$818K	Sell	21,000 -2,100	-9%	-$80.1K	0.22%	108
2015 Q2	$834K	Hold	23,100	–	–	0.2%	121
2015 Q1	$872K	Buy	23,100 +6,700	+41%	+$264K	0.21%	116
2014 Q4	$651K	Buy	16,400 +700	+4%	+$27.1K	0.19%	126
2014 Q3	$596K	Sell	15,700 -2,300	-13%	-$85.8K	0.17%	130
2014 Q2	$674K	Hold	18,000	–	–	0.16%	137
2014 Q1	$650K	Hold	18,000	–	–	0.16%	139
2013 Q4	$650K	Hold	18,000	–	–	0.17%	135
2013 Q3	$573K	Buy	18,000 +6,500	+57%	+$218K	0.16%	144
2013 Q2	$393K	Buy	+11,500	New	+$396K	0.11%	178

Other funds holding SYY

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

Old Mutual Customised Solutions's SYY Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Sysco (SYY) position steady in Q2 2018 at 12,467 shares worth $851K. The position accounts for 0.08% of the portfolio, ranked #274.

Old Mutual Customised Solutions first reported a position in SYY in Q2 2013 and has held it in 21 quarters since. The position peaked at $872K in Q1 2015. 1,159 funds tracked by Wall St. Rank hold SYY as of Q2 2018.

Old Mutual Customised Solutions held 12,467 shares of Sysco worth $851K as of Q2 2018.
Old Mutual Customised Solutions left its Sysco share count unchanged in Q2 2018.
Sysco made up 0.08% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #274 holding.
Old Mutual Customised Solutions first reported a position in Sysco in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Sysco position peaked at $872K in Q1 2015.
1,159 funds tracked by Wall St. Rank held Sysco as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.