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Windsor Capital Management’s Sysco SYY Stock Holding History

Windsor 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
2014
Q1 		– Sell
-161
Closed -$6K – 273
2013
Q4 		$6K Buy
161
+1
+0.6% +$34 ﹤0.01% 369
2013
Q3 		$5K Buy
+160
New +$5.37K ﹤0.01% 383

Other funds holding SYY

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Windsor Capital Management's SYY Position: Q1 2014 in Review

Windsor Capital Management sold out of Sysco (SYY) in Q1 2014, closing a stake of 161 shares — an estimated $6K sold.

Windsor Capital Management first reported a position in SYY in Q3 2013 and held it in 2 quarters. The position peaked at $6K in Q4 2013. 884 funds tracked by Wall St. Rank hold SYY as of Q1 2014.

  • Windsor Capital Management reported no remaining Sysco position as of Q1 2014 after selling out during the quarter.
  • Windsor Capital Management sold 161 Sysco shares in Q1 2014, an estimated $6K.
  • Windsor Capital Management first reported a position in Sysco in Q3 2013 and held it in 2 quarters.
  • Windsor Capital Management's Sysco position peaked at $6K in Q4 2013.
  • 884 funds tracked by Wall St. Rank held Sysco as of Q1 2014.

Based on Windsor Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.