UR
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USCA RIA’s Sysco SYY Stock Holding History

USCA RIA’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
2018
Q3 		– Sell
-23,296
Closed -$1.59M – 484
2018
Q2 		$1.59M Sell
23,296
-3,197
-12% -$204K 0.17% 169
2018
Q1 		$1.59M Buy
26,493
+15,915
+150% +$964K 0.18% 165
2017
Q4 		$642K Sell
10,578
-22,823
-68% -$1.29M 0.07% 266
2017
Q3 		$1.68M Hold
33,401
– – 0.22% 136
2017
Q2 		$1.68M Buy
33,401
+20,901
+167% +$1.12M 0.22% 137
2017
Q1 		$649K Buy
12,500
+101
+0.8% +$5.35K 0.1% 231
2016
Q4 		$687K Buy
12,399
+513
+4% +$26.6K 0.11% 209
2016
Q3 		$583K Buy
11,886
+62
+0.5% +$3.18K 0.1% 217
2016
Q2 		$600K Sell
11,824
-315
-3% -$15.2K 0.1% 203
2016
Q1 		$567K Sell
12,139
-40,757
-77% -$1.76M 0.1% 198
2015
Q4 		$2.17M Sell
52,896
-494
-0.9% -$20.3K 0.47% 57
2015
Q3 		$2.08M Buy
53,390
+41,455
+347% +$1.58M 0.52% 54
2015
Q2 		$431K Sell
11,935
-49
-0.4% -$1.83K 0.11% 197
2015
Q1 		$452K Buy
11,984
+293
+3% +$11.5K 0.12% 193
2014
Q4 		$464K Buy
11,691
+111
+1% +$4.3K 0.13% 187
2014
Q3 		$439K Buy
11,580
+190
+2% +$7.09K 0.13% 181
2014
Q2 		$427K Buy
11,390
+450
+4% +$16.5K 0.14% 167
2014
Q1 		$395K Sell
10,940
-210
-2% -$7.54K 0.14% 170
2013
Q4 		$403K Sell
11,150
-12,853
-54% -$434K 0.16% 158
2013
Q3 		$764K Buy
24,003
+14,689
+158% +$493K 0.35% 84
2013
Q2 		$318K Buy
+9,314
New +$321K 0.16% 155

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

USCA RIA's SYY Position: Q3 2018 in Review

USCA RIA sold out of Sysco (SYY) in Q3 2018, closing a stake of 23,296 shares — an estimated $1.59M sold.

USCA RIA first reported a position in SYY in Q2 2013 and held it in 21 quarters. The position peaked at $2.17M in Q4 2015. 1,182 funds tracked by Wall St. Rank hold SYY as of Q3 2018.

  • USCA RIA reported no remaining Sysco position as of Q3 2018 after selling out during the quarter.
  • USCA RIA sold 23,296 Sysco shares in Q3 2018, an estimated $1.59M.
  • USCA RIA first reported a position in Sysco in Q2 2013 and held it in 21 quarters.
  • USCA RIA's Sysco position peaked at $2.17M in Q4 2015.
  • 1,182 funds tracked by Wall St. Rank held Sysco as of Q3 2018.

Based on USCA RIA's 13F filing for Q3 2018, filed 2 Nov 2018.