Winfield Associates’s Sysco SYY Stock Holding History

Winfield Associates’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 Q1	–	Sell	-7,400	Closed	-$464K	–	128
2018 Q4	$464K	Hold	7,400	–	–	0.28%	69
2018 Q3	$542K	Hold	7,400	–	–	0.27%	71
2018 Q2	$505K	Sell	7,400 -300	-4%	-$19.2K	0.27%	74
2018 Q1	$462K	Sell	7,700 -100	-1%	-$6.05K	0.25%	80
2017 Q4	$474K	Hold	7,800	–	–	0.24%	82
2017 Q3	$421K	Hold	7,800	–	–	0.22%	88
2017 Q2	$393K	Hold	7,800	–	–	0.22%	84
2017 Q1	$405K	Hold	7,800	–	–	0.23%	81
2016 Q4	$432K	Hold	7,800	–	–	0.27%	79
2016 Q3	$382K	Buy	7,800 +100	+1%	+$5.14K	0.24%	85
2016 Q2	$391K	Buy	7,700 +850	+12%	+$41.1K	0.25%	82
2016 Q1	$320K	Buy	6,850 +6,150	+879%	+$265K	0.22%	84
2015 Q4	$29K	Buy	+700	New	+$28.7K	0.02%	194

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Winfield Associates's SYY Position: Q1 2019 in Review

Winfield Associates sold out of Sysco (SYY) in Q1 2019, closing a stake of 7,400 shares — an estimated $464K sold.

Winfield Associates first reported a position in SYY in Q4 2015 and held it in 13 quarters. The position peaked at $542K in Q3 2018. 1,224 funds tracked by Wall St. Rank hold SYY as of Q1 2019.

Winfield Associates reported no remaining Sysco position as of Q1 2019 after selling out during the quarter.
Winfield Associates sold 7,400 Sysco shares in Q1 2019, an estimated $464K.
Winfield Associates first reported a position in Sysco in Q4 2015 and held it in 13 quarters.
Winfield Associates's Sysco position peaked at $542K in Q3 2018.
1,224 funds tracked by Wall St. Rank held Sysco as of Q1 2019.

Based on Winfield Associates's 13F filing for Q1 2019, filed 17 Apr 2019.