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Rench Wealth Management’s Sysco SYY Stock Holding History

Rench Wealth 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
Q3 		– Sell
-53,274
Closed -$2.68M – 56
2017
Q2 		$2.68M Sell
53,274
-261
-0.5% -$13.9K 1.98% 26
2017
Q1 		$2.78M Buy
53,535
+1,397
+3% +$74K 2.06% 25
2016
Q4 		$2.89M Buy
52,138
+3,610
+7% +$188K 2.29% 23
2016
Q3 		$2.38M Buy
+48,528
New +$2.49M 1.92% 24

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rench Wealth Management's SYY Position: Q3 2017 in Review

Rench Wealth Management sold out of Sysco (SYY) in Q3 2017, closing a stake of 53,274 shares — an estimated $2.68M sold.

Rench Wealth Management first reported a position in SYY in Q3 2016 and held it in 4 quarters. The position peaked at $2.89M in Q4 2016. 998 funds tracked by Wall St. Rank hold SYY as of Q3 2017.

  • Rench Wealth Management reported no remaining Sysco position as of Q3 2017 after selling out during the quarter.
  • Rench Wealth Management sold 53,274 Sysco shares in Q3 2017, an estimated $2.68M.
  • Rench Wealth Management first reported a position in Sysco in Q3 2016 and held it in 4 quarters.
  • Rench Wealth Management's Sysco position peaked at $2.89M in Q4 2016.
  • 998 funds tracked by Wall St. Rank held Sysco as of Q3 2017.

Based on Rench Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.