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SYY icon

Rand Wealth’s Sysco SYY Stock Holding History

Rand Wealth’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 		$612K Hold
8,354
– – 0.07% 175
2018
Q2 		$570K Hold
8,354
– – 0.06% 177
2018
Q1 		$501K Hold
8,354
– – 0.06% 173
2017
Q4 		$507K Sell
8,354
-1,000
-11% -$56.7K 0.06% 176
2017
Q3 		$505K Sell
9,354
-1,000
-10% -$52K 0.06% 172
2017
Q2 		$521K Buy
10,354
+537
+5% +$28.7K 0.07% 165
2017
Q1 		$510K Sell
9,817
-500
-5% -$26.5K 0.06% 171
2016
Q4 		$571K Sell
10,317
-400
-4% -$20.8K 0.07% 167
2016
Q3 		$525K Sell
10,717
-100
-0.9% -$5.14K 0.07% 166
2016
Q2 		$549K Buy
10,817
+392
+4% +$19K 0.07% 164
2016
Q1 		$487K Sell
10,425
-1,550
-13% -$66.9K 0.07% 165
2015
Q4 		$491K Sell
11,975
-500
-4% -$20.5K 0.07% 165
2015
Q3 		$486K Sell
12,475
-400
-3% -$15.3K 0.07% 166
2015
Q2 		$465K Sell
12,875
-4,747
-27% -$178K 0.06% 169
2015
Q1 		$665K Sell
17,622
-753
-4% -$29.7K 0.09% 154
2014
Q4 		$752K Sell
18,375
-1,160
-6% -$45K 0.1% 143
2014
Q3 		$741K Sell
19,535
-2,300
-11% -$85.8K 0.11% 130
2014
Q2 		$818K Sell
21,835
-868
-4% -$31.9K 0.12% 125
2014
Q1 		$820K Sell
22,703
-30,047
-57% -$1.08M 0.14% 120
2013
Q4 		$1.9M Buy
52,750
+2,319
+5% +$78.4K 0.34% 84
2013
Q3 		$1.6M Buy
50,431
+13,313
+36% +$447K 0.32% 83
2013
Q2 		$1.27M Buy
+37,118
New +$1.28M 0.28% 89

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

Rand Wealth's SYY Position: Q3 2018 in Review

Rand Wealth held its Sysco (SYY) position steady in Q3 2018 at 8,354 shares worth $612K. The position accounts for 0.07% of the portfolio, ranked #175.

Rand Wealth first reported a position in SYY in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.9M in Q4 2013. 1,182 funds tracked by Wall St. Rank hold SYY as of Q3 2018.

  • Rand Wealth held 8,354 shares of Sysco worth $612K as of Q3 2018.
  • Rand Wealth left its Sysco share count unchanged in Q3 2018.
  • Sysco made up 0.07% of Rand Wealth's portfolio in Q3 2018, its #175 holding.
  • Rand Wealth first reported a position in Sysco in Q2 2013 and has held it in 22 quarters since.
  • Rand Wealth's Sysco position peaked at $1.9M in Q4 2013.
  • 1,182 funds tracked by Wall St. Rank held Sysco as of Q3 2018.

Based on Rand Wealth's 13F filing for Q3 2018, filed 13 Nov 2018.