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Steel Grove Capital Advisors’s Sysco SYY Stock Holding History

Steel Grove Capital 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
2014
Q3 		$4.29M Buy
112,963
+4,179
+4% +$156K 1% 45
2014
Q2 		$4.07M Buy
108,784
+496
+0.5% +$18.2K 0.96% 44
2014
Q1 		$3.91M Buy
108,288
+11,471
+12% +$412K 0.97% 47
2013
Q4 		$3.52M Buy
96,817
+13,983
+17% +$473K 0.89% 43
2013
Q3 		$2.64M Buy
82,834
+2,690
+3% +$90.3K 0.74% 53
2013
Q2 		$2.74M Buy
+80,144
New +$2.76M 0.87% 39

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Steel Grove Capital Advisors's SYY Position: Q3 2014 in Review

Steel Grove Capital Advisors increased its Sysco (SYY) stake by 3.8% in Q3 2014, buying an estimated $156K and bringing the position to 112,963 shares worth $4.29M. The position accounts for 1% of the portfolio, ranked #45.

Steel Grove Capital Advisors first reported a position in SYY in Q2 2013 and has held it in 6 quarters since. 882 funds tracked by Wall St. Rank hold SYY as of Q3 2014.

  • Steel Grove Capital Advisors held 112,963 shares of Sysco worth $4.29M as of Q3 2014.
  • Steel Grove Capital Advisors bought 4,179 Sysco shares in Q3 2014, an estimated $156K.
  • Sysco made up 1% of Steel Grove Capital Advisors's portfolio in Q3 2014, its #45 holding.
  • Steel Grove Capital Advisors first reported a position in Sysco in Q2 2013 and has held it in 6 quarters since.
  • 882 funds tracked by Wall St. Rank held Sysco as of Q3 2014.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.