Stifel Trust’s Sysco SYY Stock Holding History

Stifel Trust’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	$180K	Hold	4,725	–	–	0.03%	187
2014 Q2	$177K	Hold	4,725	–	–	0.03%	186
2014 Q1	$171K	Hold	4,725	–	–	0.03%	189
2013 Q4	$171K	Sell	4,725 -125	-3%	-$4.22K	0.03%	185
2013 Q3	$155K	Hold	4,850	–	–	0.03%	189
2013 Q2	$166K	Buy	+4,850	New	+$167K	0.03%	185

Other funds holding SYY

YAM

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Stifel Trust's SYY Position: Q3 2014 in Review

Stifel Trust held its Sysco (SYY) position steady in Q3 2014 at 4,725 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #187.

Stifel Trust first reported a position in SYY in Q2 2013 and has held it in 6 quarters since. 881 funds tracked by Wall St. Rank hold SYY as of Q3 2014.

Stifel Trust held 4,725 shares of Sysco worth $180K as of Q3 2014.
Stifel Trust left its Sysco share count unchanged in Q3 2014.
Sysco made up 0.03% of Stifel Trust's portfolio in Q3 2014, its #187 holding.
Stifel Trust first reported a position in Sysco in Q2 2013 and has held it in 6 quarters since.
881 funds tracked by Wall St. Rank held Sysco as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.