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	$471K	Buy	12,400 +6,600	+114%	+$246K	﹤0.01%	4337
2014 Q2	$217K	Sell	5,800 -3,900	-40%	-$143K	﹤0.01%	5063
2014 Q1	$350K	Buy	9,700 +300	+3%	+$10.8K	﹤0.01%	4608
2013 Q4	$339K	Sell	9,400 -900	-9%	-$30.4K	﹤0.01%	4730
2013 Q3	$328K	Buy	10,300 +2,400	+30%	+$80.5K	﹤0.01%	4592
2013 Q2	$270K	Buy	+7,900	New	+$272K	﹤0.01%	4766

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

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.