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Wharton Business Group’s Sysco SYY Stock Holding History

Wharton Business Group’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
2015
Q2 		– Sell
-14,370
Closed -$542K – 142
2015
Q1 		$542K Sell
14,370
-26,295
-65% -$1.04M 0.04% 110
2014
Q4 		$1.61M Sell
40,665
-32,920
-45% -$1.28M 0.13% 80
2014
Q3 		$2.79M Sell
73,585
-40,913
-36% -$1.53M 0.25% 73
2014
Q2 		$4.29M Sell
114,498
-107,481
-48% -$3.95M 0.47% 56
2014
Q1 		$8.02M Buy
221,979
+158,296
+249% +$5.68M 0.65% 45
2013
Q4 		$2.3M Buy
63,683
+5,570
+10% +$188K 0.19% 82
2013
Q3 		$1.85M Buy
58,113
+13,875
+31% +$466K 0.16% 86
2013
Q2 		$1.51M Buy
+44,238
New +$1.52M 0.13% 92

Other funds holding SYY

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Wharton Business Group's SYY Position: Q2 2015 in Review

Wharton Business Group sold out of Sysco (SYY) in Q2 2015, closing a stake of 14,370 shares — an estimated $542K sold.

Wharton Business Group first reported a position in SYY in Q2 2013 and held it in 8 quarters. The position peaked at $8.02M in Q1 2014. 920 funds tracked by Wall St. Rank hold SYY as of Q2 2015.

  • Wharton Business Group reported no remaining Sysco position as of Q2 2015 after selling out during the quarter.
  • Wharton Business Group sold 14,370 Sysco shares in Q2 2015, an estimated $542K.
  • Wharton Business Group first reported a position in Sysco in Q2 2013 and held it in 8 quarters.
  • Wharton Business Group's Sysco position peaked at $8.02M in Q1 2014.
  • 920 funds tracked by Wall St. Rank held Sysco as of Q2 2015.

Based on Wharton Business Group's 13F filing for Q2 2015, filed 10 Aug 2015.