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Staton Financial Advisors’s Sysco SYY Stock Holding History

Staton Financial 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
2015
Q4 		– Sell
-18,027
Closed -$703K – 38
2015
Q3 		$703K Sell
18,027
-14,905
-45% -$569K 0.75% 30
2015
Q2 		$1.19M Hold
32,932
– – 1.13% 27
2015
Q1 		$1.24M Buy
+32,932
New +$1.3M 1.14% 27

Other funds holding SYY

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Staton Financial Advisors's SYY Position: Q4 2015 in Review

Staton Financial Advisors sold out of Sysco (SYY) in Q4 2015, closing a stake of 18,027 shares — an estimated $703K sold.

Staton Financial Advisors first reported a position in SYY in Q1 2015 and held it in 3 quarters. The position peaked at $1.24M in Q1 2015. 930 funds tracked by Wall St. Rank hold SYY as of Q4 2015.

  • Staton Financial Advisors reported no remaining Sysco position as of Q4 2015 after selling out during the quarter.
  • Staton Financial Advisors sold 18,027 Sysco shares in Q4 2015, an estimated $703K.
  • Staton Financial Advisors first reported a position in Sysco in Q1 2015 and held it in 3 quarters.
  • Staton Financial Advisors's Sysco position peaked at $1.24M in Q1 2015.
  • 930 funds tracked by Wall St. Rank held Sysco as of Q4 2015.

Based on Staton Financial Advisors's 13F filing for Q4 2015, filed 18 Jul 2017.