SL Advisors’s Sysco SYY Stock Holding History

SL Advisors’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
2016 Q4	–	Sell	-18,817	Closed	-$920K	–	59
2016 Q3	$920K	Sell	18,817 -7,775	-29%	-$399K	0.74%	27
2016 Q2	$1.35M	Buy	+26,592	New	+$1.29M	1.25%	23

Other funds holding SYY

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

SL Advisors's SYY Position: Q4 2016 in Review

SL Advisors sold out of Sysco (SYY) in Q4 2016, closing a stake of 18,817 shares — an estimated $920K sold.

SL Advisors first reported a position in SYY in Q2 2016 and held it in 2 quarters. The position peaked at $1.35M in Q2 2016. 1,054 funds tracked by Wall St. Rank hold SYY as of Q4 2016.

SL Advisors reported no remaining Sysco position as of Q4 2016 after selling out during the quarter.
SL Advisors sold 18,817 Sysco shares in Q4 2016, an estimated $920K.
SL Advisors first reported a position in Sysco in Q2 2016 and held it in 2 quarters.
SL Advisors's Sysco position peaked at $1.35M in Q2 2016.
1,054 funds tracked by Wall St. Rank held Sysco as of Q4 2016.

Based on SL Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.