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Roosevelt Investment Group’s Sysco SYY Stock Holding History

Roosevelt Investment Group’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
Q1 		– Sell
-49,130
Closed -$2.98M – 176
2017
Q4 		$2.98M Hold
49,130
– – 0.27% 80
2017
Q3 		$2.65M Hold
49,130
– – 0.24% 92
2017
Q2 		$2.47M Hold
49,130
– – 0.23% 98
2017
Q1 		$2.55M Buy
+49,130
New +$2.6M 0.23% 103

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Roosevelt Investment Group's SYY Position: Q1 2018 in Review

Roosevelt Investment Group sold out of Sysco (SYY) in Q1 2018, closing a stake of 49,130 shares — an estimated $2.98M sold.

Roosevelt Investment Group first reported a position in SYY in Q1 2017 and held it in 4 quarters. The position peaked at $2.98M in Q4 2017. 1,110 funds tracked by Wall St. Rank hold SYY as of Q1 2018.

  • Roosevelt Investment Group reported no remaining Sysco position as of Q1 2018 after selling out during the quarter.
  • Roosevelt Investment Group sold 49,130 Sysco shares in Q1 2018, an estimated $2.98M.
  • Roosevelt Investment Group first reported a position in Sysco in Q1 2017 and held it in 4 quarters.
  • Roosevelt Investment Group's Sysco position peaked at $2.98M in Q4 2017.
  • 1,110 funds tracked by Wall St. Rank held Sysco as of Q1 2018.

Based on Roosevelt Investment Group's 13F filing for Q1 2018, filed 8 May 2018.