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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 		$759K Buy
20,000
+13,700
+217% +$511K ﹤0.01% 3853
2014
Q2 		$236K Sell
6,300
-13,100
-68% -$481K ﹤0.01% 4979
2014
Q1 		$701K Sell
19,400
-11,200
-37% -$402K ﹤0.01% 3879
2013
Q4 		$1.1M Buy
30,600
+14,200
+87% +$480K ﹤0.01% 3427
2013
Q3 		$522K Buy
16,400
+2,900
+21% +$97.3K ﹤0.01% 4091
2013
Q2 		$461K Buy
+13,500
New +$465K ﹤0.01% 4192

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

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.