Whitener Capital Management’s Sysco SYY Stock Holding History

Whitener Capital 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
2019 Q4	–	Sell	-300	Closed	-$23K	–	390
2019 Q3	$23K	Buy	300 +96	+47%	+$7.05K	0.01%	289
2019 Q2	$14K	Hold	204	–	–	0.01%	315
2019 Q1	$13K	Hold	204	–	–	0.01%	315
2018 Q4	$12K	Hold	204	–	–	0.01%	306
2018 Q3	$14K	Buy	+204	New	+$14.7K	0.01%	305
2018 Q2	–	Sell	-204	Closed	-$12K	–	365
2018 Q1	$12K	Hold	204	–	–	0.01%	319
2017 Q4	$12K	Buy	+204	New	+$11.6K	0.01%	305

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

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

TFM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitener Capital Management's SYY Position: Q4 2019 in Review

Whitener Capital Management sold out of Sysco (SYY) in Q4 2019, closing a stake of 300 shares — an estimated $23K sold.

Whitener Capital Management first reported a position in SYY in Q4 2017 and held it in 7 quarters. The position peaked at $23K in Q3 2019. 1,333 funds tracked by Wall St. Rank hold SYY as of Q4 2019.

Whitener Capital Management reported no remaining Sysco position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 300 Sysco shares in Q4 2019, an estimated $23K.
Whitener Capital Management first reported a position in Sysco in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Sysco position peaked at $23K in Q3 2019.
1,333 funds tracked by Wall St. Rank held Sysco as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.