Pinnacle Summer Investments’s Sysco SYY Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$28K	Buy	674 +337	+100%	+$13.8K	﹤0.01%	423
2015 Q3	$13K	Hold	337	–	–	﹤0.01%	709
2015 Q2	$12K	Hold	337	–	–	﹤0.01%	519
2015 Q1	$13K	Hold	337	–	–	﹤0.01%	748
2014 Q4	$13K	Hold	337	–	–	﹤0.01%	766
2014 Q3	$13K	Sell	337 -26,662	-99%	-$995K	﹤0.01%	780
2014 Q2	$1.01M	Hold	26,999	–	–	0.12%	126
2014 Q1	$983K	Sell	26,999 -240	-0.9%	-$8.62K	0.12%	119
2013 Q4	$983K	Sell	27,239 -63	-0.2%	-$2.13K	0.13%	107
2013 Q3	$869K	Buy	27,302 +4	+0%	+$134	0.15%	108
2013 Q2	$933K	Buy	+27,298	New	+$940K	0.23%	76

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Pinnacle Summer Investments's SYY Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Sysco (SYY) stake by 100% in Q4 2015, buying an estimated $13.8K and bringing the position to 674 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Pinnacle Summer Investments first reported a position in SYY in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.01M in Q2 2014. 930 funds tracked by Wall St. Rank hold SYY as of Q4 2015.

Pinnacle Summer Investments held 674 shares of Sysco worth $28K as of Q4 2015.
Pinnacle Summer Investments bought 337 Sysco shares in Q4 2015, an estimated $13.8K.
Sysco made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #423 holding.
Pinnacle Summer Investments first reported a position in Sysco in Q2 2013 and has held it in 11 quarters since.
Pinnacle Summer Investments's Sysco position peaked at $1.01M in Q2 2014.
930 funds tracked by Wall St. Rank held Sysco as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.