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Progressive Investment Management’s Sysco SYY Stock Holding History

Progressive 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
2018
Q2 		– Sell
-9,003
Closed -$540K – 37
2018
Q1 		$540K Sell
9,003
-1,584
-15% -$95.9K 0.36% 34
2017
Q4 		$643K Sell
10,587
-259
-2% -$14.7K 0.43% 40
2017
Q3 		$585K Buy
10,846
+2,415
+29% +$126K 0.44% 41
2017
Q2 		$424K Buy
8,431
+102
+1% +$5.45K 0.33% 43
2017
Q1 		$432K Hold
8,329
– – 0.36% 44
2016
Q4 		$461K Sell
8,329
-88
-1% -$4.57K 0.42% 48
2016
Q3 		$413K Hold
8,417
– – 0.38% 48
2016
Q2 		$427K Buy
8,417
+412
+5% +$19.9K 0.41% 50
2016
Q1 		$374K Hold
8,005
– – 0.38% 54
2015
Q4 		$328K Hold
8,005
– – 0.35% 61
2015
Q3 		$312K Sell
8,005
-412
-5% -$15.7K 0.36% 63
2015
Q2 		$304K Sell
8,417
-928
-10% -$34.7K 0.33% 65
2015
Q1 		$352K Buy
+9,345
New +$368K 1.22% 39

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
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 $37.4B AUM 35.42% 1-Year Est. Return

Progressive Investment Management's SYY Position: Q2 2018 in Review

Progressive Investment Management sold out of Sysco (SYY) in Q2 2018, closing a stake of 9,003 shares — an estimated $540K sold.

Progressive Investment Management first reported a position in SYY in Q1 2015 and held it in 13 quarters. The position peaked at $643K in Q4 2017. 1,160 funds tracked by Wall St. Rank hold SYY as of Q2 2018.

  • Progressive Investment Management reported no remaining Sysco position as of Q2 2018 after selling out during the quarter.
  • Progressive Investment Management sold 9,003 Sysco shares in Q2 2018, an estimated $540K.
  • Progressive Investment Management first reported a position in Sysco in Q1 2015 and held it in 13 quarters.
  • Progressive Investment Management's Sysco position peaked at $643K in Q4 2017.
  • 1,160 funds tracked by Wall St. Rank held Sysco as of Q2 2018.

Based on Progressive Investment Management's 13F filing for Q2 2018, filed 6 Aug 2018.