WealthTrust-Arizona’s Sysco SYY Stock Holding History

WealthTrust-Arizona’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 Q4	$1K	Hold	14	–	–	﹤0.01%	643
2018 Q3	$1K	Hold	14	–	–	﹤0.01%	660
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	644
2018 Q1	$1K	Buy	14 +1	+8%	+$61	﹤0.01%	622
2017 Q4	$1K	Hold	13	–	–	﹤0.01%	624
2017 Q3	$1K	Hold	13	–	–	﹤0.01%	633
2017 Q2	$1K	Sell	13 -400	-97%	-$21.4K	﹤0.01%	612
2017 Q1	$21K	Hold	413	–	–	0.01%	244
2016 Q4	$23K	Buy	413 +400	+3,077%	+$20.8K	0.01%	229
2016 Q3	$1K	Hold	13	–	–	﹤0.01%	586
2016 Q2	$1K	Hold	13	–	–	﹤0.01%	569
2016 Q1	$1K	Hold	13	–	–	﹤0.01%	563
2015 Q4	$1K	Hold	13	–	–	﹤0.01%	575
2015 Q3	$1K	Hold	13	–	–	﹤0.01%	567
2015 Q2	$0	Hold	13	–	–	﹤0.01%	665
2015 Q1	$0	Hold	13	–	–	﹤0.01%	678
2014 Q4	$1K	Hold	13	–	–	﹤0.01%	597
2014 Q3	$0	Hold	13	–	–	﹤0.01%	661
2014 Q2	$0	Hold	13	–	–	﹤0.01%	705
2014 Q1	$0	Buy	+13	New	+$467	﹤0.01%	729

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WealthTrust-Arizona's SYY Position: Q4 2018 in Review

WealthTrust-Arizona held its Sysco (SYY) position steady in Q4 2018 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

WealthTrust-Arizona first reported a position in SYY in Q1 2014 and has held it in 20 quarters since. The position peaked at $23K in Q4 2016. 1,204 funds tracked by Wall St. Rank hold SYY as of Q4 2018.

WealthTrust-Arizona held 14 shares of Sysco worth $1K as of Q4 2018.
WealthTrust-Arizona left its Sysco share count unchanged in Q4 2018.
Sysco made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #643 holding.
WealthTrust-Arizona first reported a position in Sysco in Q1 2014 and has held it in 20 quarters since.
WealthTrust-Arizona's Sysco position peaked at $23K in Q4 2016.
1,204 funds tracked by Wall St. Rank held Sysco as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.