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Parasol Investment Management’s Sysco SYY Stock Holding History

Parasol Investment 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
Q1 		$67K Sell
1,300
-255
-16% -$13.5K 0.11% 54
2016
Q4 		$86K Buy
1,555
+123
+9% +$6.39K 0.09% 84
2016
Q3 		$70K Buy
1,432
+187
+15% +$9.6K 0.07% 87
2016
Q2 		$63K Buy
1,245
+180
+17% +$8.71K 0.07% 88
2016
Q1 		$50K Buy
1,065
+75
+8% +$3.24K 0.05% 87
2015
Q4 		$41K Hold
990
– – 0.04% 92
2015
Q3 		$39K Hold
990
– – 0.04% 100
2015
Q2 		$36K Buy
+990
New +$37K 0.02% 125

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parasol Investment Management's SYY Position: Q1 2017 in Review

Parasol Investment Management reduced its Sysco (SYY) stake by 16% in Q1 2017, selling an estimated $13.5K and leaving 1,300 shares worth $67K. The position accounts for 0.11% of the portfolio, ranked #54.

Parasol Investment Management first reported a position in SYY in Q2 2015 and has held it in 8 quarters since. The position peaked at $86K in Q4 2016. 1,027 funds tracked by Wall St. Rank hold SYY as of Q1 2017.

  • Parasol Investment Management held 1,300 shares of Sysco worth $67K as of Q1 2017.
  • Parasol Investment Management sold 255 Sysco shares in Q1 2017, an estimated $13.5K.
  • Sysco made up 0.11% of Parasol Investment Management's portfolio in Q1 2017, its #54 holding.
  • Parasol Investment Management first reported a position in Sysco in Q2 2015 and has held it in 8 quarters since.
  • Parasol Investment Management's Sysco position peaked at $86K in Q4 2016.
  • 1,027 funds tracked by Wall St. Rank held Sysco as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.