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Virtus Investment Advisers’s Sysco SYY Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-160,997
Closed -$9.78M – 385
2017
Q4 		$9.78M Sell
160,997
-19,336
-11% -$1.1M 1.06% 13
2017
Q3 		$9.73M Sell
180,333
-27,904
-13% -$1.45M 1.02% 18
2017
Q2 		$10.5M Sell
208,237
-10,619
-5% -$567K 1.02% 13
2017
Q1 		$11.4M Sell
218,856
-21,441
-9% -$1.14M 1% 18
2016
Q4 		$13.3M Sell
240,297
-150,207
-38% -$7.8M 1.03% 12
2016
Q3 		$19.1M Buy
+390,504
New +$20.1M 1.22% 5

Other funds holding SYY

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Virtus Investment Advisers's SYY Position: Q1 2018 in Review

Virtus Investment Advisers sold out of Sysco (SYY) in Q1 2018, closing a stake of 160,997 shares — an estimated $9.78M sold.

Virtus Investment Advisers first reported a position in SYY in Q3 2016 and held it in 6 quarters. The position peaked at $19.1M in Q3 2016. 1,110 funds tracked by Wall St. Rank hold SYY as of Q1 2018.

  • Virtus Investment Advisers reported no remaining Sysco position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 160,997 Sysco shares in Q1 2018, an estimated $9.78M.
  • Virtus Investment Advisers first reported a position in Sysco in Q3 2016 and held it in 6 quarters.
  • Virtus Investment Advisers's Sysco position peaked at $19.1M in Q3 2016.
  • 1,110 funds tracked by Wall St. Rank held Sysco as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.