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UBS’s Sysco SYY Stock Holding History

UBS’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 		$38.4M Buy
1,012,969
+41,233
+4% +$1.54M 0.03% 614
2014
Q2 		$36.4M Buy
971,736
+129,895
+15% +$4.77M 0.03% 583
2014
Q1 		$30.4M Buy
841,841
+15,205
+2% +$546K 0.03% 597
2013
Q4 		$29.8M Buy
826,636
+52,816
+7% +$1.79M 0.03% 604
2013
Q3 		$24.6M Buy
773,820
+46,184
+6% +$1.55M 0.03% 624
2013
Q2 		$24.9M Buy
+727,636
New +$25.1M 0.03% 551

Other funds holding SYY

YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 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 16.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 18.14% 1-Year Est. Return

UBS's SYY Position: Q3 2014 in Review

UBS increased its Sysco (SYY) stake by 4.2% in Q3 2014, buying an estimated $1.54M and bringing the position to 1,012,969 shares worth $38.4M. The position accounts for 0.03% of the portfolio, ranked #614.

UBS 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.

  • UBS held 1,012,969 shares of Sysco worth $38.4M as of Q3 2014.
  • UBS bought 41,233 Sysco shares in Q3 2014, an estimated $1.54M.
  • Sysco made up 0.03% of UBS's portfolio in Q3 2014, its #614 holding.
  • UBS 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 UBS's 13F filing for Q3 2014, filed 12 Nov 2014.