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Poehling Capital Management’s Sysco SYY Stock Holding History

Poehling Capital 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
2018
Q3 		– Sell
-780
Closed -$53K – 238
2018
Q2 		$53K Hold
780
– – 0.05% 145
2018
Q1 		$47K Hold
780
– – 0.04% 150
2017
Q4 		$47K Buy
+780
New +$44.2K 0.04% 149

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Poehling Capital Management's SYY Position: Q3 2018 in Review

Poehling Capital Management sold out of Sysco (SYY) in Q3 2018, closing a stake of 780 shares — an estimated $53K sold.

Poehling Capital Management first reported a position in SYY in Q4 2017 and held it in 3 quarters. The position peaked at $53K in Q2 2018. 1,182 funds tracked by Wall St. Rank hold SYY as of Q3 2018.

  • Poehling Capital Management reported no remaining Sysco position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 780 Sysco shares in Q3 2018, an estimated $53K.
  • Poehling Capital Management first reported a position in Sysco in Q4 2017 and held it in 3 quarters.
  • Poehling Capital Management's Sysco position peaked at $53K in Q2 2018.
  • 1,182 funds tracked by Wall St. Rank held Sysco as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.