Rockefeller Financial Services’s Sysco SYY Stock Holding History

Rockefeller Financial Services’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 Q4	$502K	Hold	8,268	–	–	0.01%	282
2017 Q3	$446K	Buy	8,268 +298	+4%	+$15.5K	0.01%	271
2017 Q2	$402K	Hold	7,970	–	–	0.01%	245
2017 Q1	$414K	Sell	7,970 -400	-5%	-$21.2K	0.01%	256
2016 Q4	$464K	Hold	8,370	–	–	0.01%	259
2016 Q3	$410K	Buy	8,370 +945	+13%	+$48.5K	0.01%	255
2016 Q2	$377K	Hold	7,425	–	–	0.01%	275
2016 Q1	$347K	Hold	7,425	–	–	0.01%	281
2015 Q4	$304K	Hold	7,425	–	–	0.01%	302
2015 Q3	$290K	Hold	7,425	–	–	0.01%	297
2015 Q2	$268K	Hold	7,425	–	–	0.01%	291
2015 Q1	$281K	Sell	7,425 -1,007	-12%	-$39.7K	0.01%	290
2014 Q4	$334K	Hold	8,432	–	–	0.01%	271
2014 Q3	$320K	Sell	8,432 -14,302	-63%	-$534K	0.01%	287
2014 Q2	$852K	Sell	22,734 -11,113	-33%	-$408K	0.02%	232
2014 Q1	$1.22M	Buy	33,847 +7,115	+27%	+$256K	0.03%	213
2013 Q4	$965K	Buy	26,732 +4,500	+20%	+$152K	0.02%	232
2013 Q3	$707K	Hold	22,232	–	–	0.02%	248
2013 Q2	$759K	Buy	+22,232	New	+$765K	0.02%	233

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

YAM

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

Rockefeller Financial Services's SYY Position: Q4 2017 in Review

Rockefeller Financial Services held its Sysco (SYY) position steady in Q4 2017 at 8,268 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #282.

Rockefeller Financial Services first reported a position in SYY in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.22M in Q1 2014. 1,114 funds tracked by Wall St. Rank hold SYY as of Q4 2017.

Rockefeller Financial Services held 8,268 shares of Sysco worth $502K as of Q4 2017.
Rockefeller Financial Services left its Sysco share count unchanged in Q4 2017.
Sysco made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #282 holding.
Rockefeller Financial Services first reported a position in Sysco in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's Sysco position peaked at $1.22M in Q1 2014.
1,114 funds tracked by Wall St. Rank held Sysco as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.