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Rothschild & Co Asset Management US’s Sysco SYY Stock Holding History

Rothschild & Co Asset Management US’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
-9,448
Closed -$476K – 533
2017
Q2 		$476K Sell
9,448
-7
-0.1% -$374 0.01% 534
2017
Q1 		$491K Sell
9,455
-2,814
-23% -$149K 0.01% 496
2016
Q4 		$679K Sell
12,269
-936
-7% -$48.6K 0.01% 446
2016
Q3 		$647K Buy
13,205
+1,207
+10% +$62K 0.01% 382
2016
Q2 		$609K Buy
11,998
+1,668
+16% +$80.7K 0.01% 369
2016
Q1 		$483K Buy
10,330
+2,404
+30% +$104K 0.01% 338
2015
Q4 		$325K Buy
+7,926
New +$325K 0.01% 362

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

Rothschild & Co Asset Management US's SYY Position: Q3 2017 in Review

Rothschild & Co Asset Management US sold out of Sysco (SYY) in Q3 2017, closing a stake of 9,448 shares — an estimated $476K sold.

Rothschild & Co Asset Management US first reported a position in SYY in Q4 2015 and held it in 7 quarters. The position peaked at $679K in Q4 2016. 998 funds tracked by Wall St. Rank hold SYY as of Q3 2017.

  • Rothschild & Co Asset Management US reported no remaining Sysco position as of Q3 2017 after selling out during the quarter.
  • Rothschild & Co Asset Management US sold 9,448 Sysco shares in Q3 2017, an estimated $476K.
  • Rothschild & Co Asset Management US first reported a position in Sysco in Q4 2015 and held it in 7 quarters.
  • Rothschild & Co Asset Management US's Sysco position peaked at $679K in Q4 2016.
  • 998 funds tracked by Wall St. Rank held Sysco as of Q3 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q3 2017, filed 8 Nov 2017.