Tiverton Asset Management’s Sysco SYY Stock Holding History

Tiverton Asset Management’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 Q3	$1.49M	Buy	18,747 +2,164	+13%	+$159K	0.05%	243
2019 Q2	$1.17M	Buy	16,583 +1,914	+13%	+$136K	0.04%	248
2019 Q1	$979K	Buy	14,669 +9,575	+188%	+$623K	0.04%	247
2018 Q4	$319K	Hold	5,094	–	–	0.02%	271
2018 Q3	$373K	Buy	5,094 +1,382	+37%	+$99.6K	0.02%	274
2018 Q2	$254K	Hold	3,712	–	–	0.01%	294
2018 Q1	$222K	Buy	+3,712	New	+$225K	0.02%	302
2015 Q4	–	Sell	-300,000	Closed	-$11.7M	–	151
2015 Q3	$11.7M	Sell	300,000 -200,000	-40%	-$7.63M	0.26%	90
2015 Q2	$18.1M	Hold	500,000	–	–	0.36%	82
2015 Q1	$18.9M	Hold	500,000	–	–	0.38%	82
2014 Q4	$19.8M	Hold	500,000	–	–	0.41%	79
2014 Q3	$19M	Sell	500,000 -100,000	-17%	-$3.73M	0.43%	77
2014 Q2	$22.5M	Sell	600,000 -200,000	-25%	-$7.34M	0.5%	69
2014 Q1	$28.9M	Hold	800,000	–	–	0.63%	61
2013 Q4	$28.9M	Hold	800,000	–	–	0.64%	63
2013 Q3	$25.5M	Hold	800,000	–	–	0.62%	64
2013 Q2	$27.3M	Buy	+800,000	New	+$27.5M	0.71%	58

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

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 $34.1B AUM 20.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Tiverton Asset Management's SYY Position: Q3 2019 in Review

Tiverton Asset Management increased its Sysco (SYY) stake by 13% in Q3 2019, buying an estimated $159K and bringing the position to 18,747 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #243.

Tiverton Asset Management first reported a position in SYY in Q2 2013 and has held it in 17 quarters since. The position peaked at $28.9M in Q1 2014. 1,227 funds tracked by Wall St. Rank hold SYY as of Q3 2019.

Tiverton Asset Management held 18,747 shares of Sysco worth $1.49M as of Q3 2019.
Tiverton Asset Management bought 2,164 Sysco shares in Q3 2019, an estimated $159K.
Sysco made up 0.05% of Tiverton Asset Management's portfolio in Q3 2019, its #243 holding.
Tiverton Asset Management first reported a position in Sysco in Q2 2013 and has held it in 17 quarters since.
Tiverton Asset Management's Sysco position peaked at $28.9M in Q1 2014.
1,227 funds tracked by Wall St. Rank held Sysco as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.