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Shufro Rose & Co’s Sysco SYY Stock Holding History

Shufro Rose & Co’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
-13,000
Closed -$469K – 272
2013
Q4 		$469K Sell
13,000
-3,900
-23% -$132K 0.05% 167
2013
Q3 		$537K Hold
16,900
– – 0.06% 148
2013
Q2 		$577K Buy
+16,900
New +$582K 0.07% 142

Other funds holding SYY

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Shufro Rose & Co's SYY Position: Q1 2014 in Review

Shufro Rose & Co sold out of Sysco (SYY) in Q1 2014, closing a stake of 13,000 shares — an estimated $469K sold.

Shufro Rose & Co first reported a position in SYY in Q2 2013 and held it in 3 quarters. The position peaked at $577K in Q2 2013. 884 funds tracked by Wall St. Rank hold SYY as of Q1 2014.

  • Shufro Rose & Co reported no remaining Sysco position as of Q1 2014 after selling out during the quarter.
  • Shufro Rose & Co sold 13,000 Sysco shares in Q1 2014, an estimated $469K.
  • Shufro Rose & Co first reported a position in Sysco in Q2 2013 and held it in 3 quarters.
  • Shufro Rose & Co's Sysco position peaked at $577K in Q2 2013.
  • 884 funds tracked by Wall St. Rank held Sysco as of Q1 2014.

Based on Shufro Rose & Co's 13F filing for Q1 2014, filed 16 Apr 2014.