Whitnell & Co’s Sysco SYY Stock Holding History

Whitnell & Co’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	$308K	Hold	3,605	–	–	0.09%	130
2019 Q3	$286K	Hold	3,605	–	–	0.1%	131
2019 Q2	$255K	Hold	3,605	–	–	0.1%	122
2019 Q1	$241K	Hold	3,605	–	–	0.09%	129
2018 Q4	$226K	Hold	3,605	–	–	0.1%	128
2018 Q3	$264K	Hold	3,605	–	–	0.1%	118
2018 Q2	$246K	Hold	3,605	–	–	0.1%	120
2018 Q1	$216K	Hold	3,605	–	–	0.09%	124
2017 Q4	$219K	Hold	3,605	–	–	0.09%	122
2017 Q3	$194K	Sell	3,605 -200	-5%	-$10.4K	0.08%	125
2017 Q2	$192K	Hold	3,805	–	–	0.09%	126
2017 Q1	$198K	Hold	3,805	–	–	0.09%	127
2016 Q4	$211K	Hold	3,805	–	–	0.1%	121
2016 Q3	$186K	Hold	3,805	–	–	0.06%	141
2016 Q2	$193K	Hold	3,805	–	–	0.06%	144
2016 Q1	$178K	Hold	3,805	–	–	0.07%	146
2015 Q4	$156K	Hold	3,805	–	–	0.06%	148
2015 Q3	$148K	Hold	3,805	–	–	0.06%	144
2015 Q2	$137K	Hold	3,805	–	–	0.05%	147
2015 Q1	$144K	Hold	3,805	–	–	0.05%	141
2014 Q4	$151K	Hold	3,805	–	–	0.06%	139
2014 Q3	$144K	Sell	3,805 -525	-12%	-$19.6K	0.06%	146
2014 Q2	$162K	Hold	4,330	–	–	0.07%	142
2014 Q1	$156K	Sell	4,330 -2,000	-32%	-$71.8K	0.07%	141
2013 Q4	$229K	Sell	6,330 -1,100	-15%	-$37.2K	0.11%	131
2013 Q3	$236K	Sell	7,430 -11,374	-60%	-$382K	0.12%	129
2013 Q2	$642K	Buy	+18,804	New	+$647K	0.32%	86

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

Whitnell & Co's SYY Position: Q4 2019 in Review

Whitnell & Co held its Sysco (SYY) position steady in Q4 2019 at 3,605 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #130.

Whitnell & Co first reported a position in SYY in Q2 2013 and has held it in 27 quarters since. The position peaked at $642K in Q2 2013. 1,333 funds tracked by Wall St. Rank hold SYY as of Q4 2019.

Whitnell & Co held 3,605 shares of Sysco worth $308K as of Q4 2019.
Whitnell & Co left its Sysco share count unchanged in Q4 2019.
Sysco made up 0.09% of Whitnell & Co's portfolio in Q4 2019, its #130 holding.
Whitnell & Co first reported a position in Sysco in Q2 2013 and has held it in 27 quarters since.
Whitnell & Co's Sysco position peaked at $642K in Q2 2013.
1,333 funds tracked by Wall St. Rank held Sysco as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.