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Waverton Investment Management’s Sysco SYY Stock Holding History

Waverton Investment Management’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
Q2 		– Sell
-12,731
Closed -$763K – 78
2018
Q1 		$763K Buy
12,731
+905
+8% +$54.8K 0.04% 66
2017
Q4 		$718K Hold
11,826
– – 0.04% 69
2017
Q3 		$638K Sell
11,826
-1,016
-8% -$52.9K 0.04% 68
2017
Q2 		$646K Buy
12,842
+428
+3% +$22.9K 0.04% 67
2017
Q1 		$645K Sell
12,414
-58
-0.5% -$3.07K 0.04% 86
2016
Q4 		$691K Buy
+12,472
New +$648K 0.05% 94

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
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

Waverton Investment Management's SYY Position: Q2 2018 in Review

Waverton Investment Management sold out of Sysco (SYY) in Q2 2018, closing a stake of 12,731 shares — an estimated $763K sold.

Waverton Investment Management first reported a position in SYY in Q4 2016 and held it in 6 quarters. The position peaked at $763K in Q1 2018. 1,159 funds tracked by Wall St. Rank hold SYY as of Q2 2018.

  • Waverton Investment Management reported no remaining Sysco position as of Q2 2018 after selling out during the quarter.
  • Waverton Investment Management sold 12,731 Sysco shares in Q2 2018, an estimated $763K.
  • Waverton Investment Management first reported a position in Sysco in Q4 2016 and held it in 6 quarters.
  • Waverton Investment Management's Sysco position peaked at $763K in Q1 2018.
  • 1,159 funds tracked by Wall St. Rank held Sysco as of Q2 2018.

Based on Waverton Investment Management's 13F filing for Q2 2018, filed 21 Aug 2018.