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Sheets Smith Wealth Management’s Sysco SYY Stock Holding History

Sheets Smith 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
2014
Q1 		– Sell
-8,566
Closed -$309K – 277
2013
Q4 		$309K Buy
8,566
+14
+0.2% +$473 0.09% 208
2013
Q3 		$272K Buy
8,552
+1,103
+15% +$37K 0.09% 202
2013
Q2 		$254K Buy
+7,449
New +$256K 0.09% 201

Other funds holding SYY

YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sheets Smith Wealth Management's SYY Position: Q1 2014 in Review

Sheets Smith Wealth Management sold out of Sysco (SYY) in Q1 2014, closing a stake of 8,566 shares — an estimated $309K sold.

Sheets Smith Wealth Management first reported a position in SYY in Q2 2013 and held it in 3 quarters. The position peaked at $309K in Q4 2013. 885 funds tracked by Wall St. Rank hold SYY as of Q1 2014.

  • Sheets Smith Wealth Management reported no remaining Sysco position as of Q1 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 8,566 Sysco shares in Q1 2014, an estimated $309K.
  • Sheets Smith Wealth Management first reported a position in Sysco in Q2 2013 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Sysco position peaked at $309K in Q4 2013.
  • 885 funds tracked by Wall St. Rank held Sysco as of Q1 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2014, filed 2 Jun 2014.