Stevens First Principles Investment Advisors’s Sysco SYY Stock Holding History

Stevens First Principles Investment 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
2019 Q2	$5.65M	Sell	79,858 -240	-0.3%	-$17.1K	3.28%	8
2019 Q1	$5.35M	Sell	80,098 -2,530	-3%	-$165K	3.18%	9
2018 Q4	$5.18M	Sell	82,628 -190	-0.2%	-$12.8K	3.5%	8
2018 Q3	$6.07M	Sell	82,818 -309	-0.4%	-$22.3K	3.48%	6
2018 Q2	$5.68M	Sell	83,127 -403	-0.5%	-$25.7K	3.42%	7
2018 Q1	$5.01M	Buy	83,530 +1	+0%	+$61	3.06%	11
2017 Q4	$5.07M	Buy	83,529 +1	+0%	+$57	2.73%	10
2017 Q3	$4.51M	Buy	83,528 +2	+0%	+$104	2.45%	14
2017 Q2	$4.2M	Sell	83,526 -130	-0.2%	-$6.94K	2.48%	13
2017 Q1	$4.34M	Sell	83,656 -370	-0.4%	-$19.6K	2.76%	11
2016 Q4	$4.65M	Sell	84,026 -1,455	-2%	-$75.6K	3.23%	8
2016 Q3	$4.19M	Sell	85,481 -445	-0.5%	-$22.9K	3.02%	9
2016 Q2	$4.36M	Hold	85,926	–	–	3.25%	8
2016 Q1	$4.01M	Sell	85,926 -200	-0.2%	-$8.63K	3.24%	10
2015 Q4	$3.53M	Sell	86,126 -4,785	-5%	-$196K	3%	12
2015 Q3	$3.54M	Sell	90,911 -130	-0.1%	-$4.96K	2.83%	11
2015 Q2	$3.29M	Sell	91,041 -70	-0.1%	-$2.62K	2.13%	15
2015 Q1	$3.44M	Sell	91,111 -805	-0.9%	-$31.7K	2.22%	15
2014 Q4	$3.65M	Sell	91,916 -3,340	-4%	-$129K	2.4%	12
2014 Q3	$3.62M	Sell	95,256 -325	-0.3%	-$12.1K	2.02%	17
2014 Q2	$3.58M	Buy	+95,581	New	+$3.51M	1.97%	19
2014 Q1	–	Sell	-96,285	Closed	-$3.48M	–	219
2013 Q4	$3.48M	Sell	96,285 -1,920	-2%	-$64.9K	2.06%	18
2013 Q3	$3.13M	Sell	98,205 -3,245	-3%	-$109K	1.86%	20
2013 Q2	$3.47M	Buy	+101,450	New	+$3.49M	2.44%	12

Other funds holding SYY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TFM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Stevens First Principles Investment Advisors's SYY Position: Q2 2019 in Review

Stevens First Principles Investment Advisors reduced its Sysco (SYY) stake by 0.3% in Q2 2019, selling an estimated $17.1K and leaving 79,858 shares worth $5.65M. The position accounts for 3.28% of the portfolio, ranked #8.

Stevens First Principles Investment Advisors first reported a position in SYY in Q2 2013 and has held it in 24 quarters since. The position peaked at $6.07M in Q3 2018. 1,207 funds tracked by Wall St. Rank hold SYY as of Q2 2019.

Stevens First Principles Investment Advisors held 79,858 shares of Sysco worth $5.65M as of Q2 2019.
Stevens First Principles Investment Advisors sold 240 Sysco shares in Q2 2019, an estimated $17.1K.
Sysco made up 3.28% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #8 holding.
Stevens First Principles Investment Advisors first reported a position in Sysco in Q2 2013 and has held it in 24 quarters since.
Stevens First Principles Investment Advisors's Sysco position peaked at $6.07M in Q3 2018.
1,207 funds tracked by Wall St. Rank held Sysco as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.