Sharkey, Howes & Javer’s Sysco SYY Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-500	Closed	-$35K	–	156
2019 Q2	$35K	Hold	500	–	–	0.02%	120
2019 Q1	$33K	Hold	500	–	–	0.02%	122
2018 Q4	$31K	Hold	500	–	–	0.02%	119
2018 Q3	$37K	Hold	500	–	–	0.02%	120
2018 Q2	$34K	Hold	500	–	–	0.02%	117
2018 Q1	$29K	Hold	500	–	–	0.02%	113
2017 Q4	$30K	Hold	500	–	–	0.02%	111
2017 Q3	$27K	Sell	500 -250	-33%	-$13K	0.01%	114
2017 Q2	$38K	Hold	750	–	–	0.02%	95
2017 Q1	$39K	Hold	750	–	–	0.02%	108
2016 Q4	$42K	Hold	750	–	–	0.03%	102
2016 Q3	$37K	Hold	750	–	–	0.02%	110
2016 Q2	$38K	Hold	750	–	–	0.02%	108
2016 Q1	$35K	Hold	750	–	–	0.03%	112
2015 Q4	$31K	Hold	750	–	–	0.02%	140
2015 Q3	$30K	Hold	750	–	–	0.02%	142
2015 Q2	$27K	Hold	750	–	–	0.02%	125
2015 Q1	$28K	Buy	+750	New	+$29.6K	0.02%	140

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sharkey, Howes & Javer's SYY Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Sysco (SYY) in Q3 2019, closing a stake of 500 shares — an estimated $35K sold.

Sharkey, Howes & Javer first reported a position in SYY in Q1 2015 and held it in 18 quarters. The position peaked at $42K in Q4 2016. 1,228 funds tracked by Wall St. Rank hold SYY as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Sysco position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 500 Sysco shares in Q3 2019, an estimated $35K.
Sharkey, Howes & Javer first reported a position in Sysco in Q1 2015 and held it in 18 quarters.
Sharkey, Howes & Javer's Sysco position peaked at $42K in Q4 2016.
1,228 funds tracked by Wall St. Rank held Sysco as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.