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WealthShield’s Sysco SYY Stock Holding History

WealthShield’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
2017
Q4 		$926K Buy
+15,295
New +$867K 0.56% 34

Other funds holding SYY

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

WealthShield's SYY Position: Q4 2017 in Review

WealthShield opened a new position in Sysco (SYY) in Q4 2017: 15,295 shares worth $926K. The stake represents 0.56% of the portfolio and ranks #34 among its holdings.

1,114 funds tracked by Wall St. Rank hold SYY as of Q4 2017.

  • WealthShield held 15,295 shares of Sysco worth $926K as of Q4 2017.
  • Sysco was a new WealthShield position in Q4 2017.
  • Sysco made up 0.56% of WealthShield's portfolio in Q4 2017, its #34 holding.
  • 1,114 funds tracked by Wall St. Rank held Sysco as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.