Winthrop Partners - WNY’s Sysco SYY Stock Holding History

Winthrop Partners - WNY’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 Q3	$148K	Sell	1,865 -15	-0.8%	-$1.1K	0.1%	123
2019 Q2	$133K	Hold	1,880	–	–	0.1%	117
2019 Q1	$126K	Hold	1,880	–	–	0.1%	118
2018 Q4	$118K	Hold	1,880	–	–	0.11%	116
2018 Q3	$138K	Sell	1,880 -100	-5%	-$7.21K	0.11%	123
2018 Q2	$135K	Sell	1,980 -87	-4%	-$5.56K	0.11%	122
2018 Q1	$124K	Buy	+2,067	New	+$125K	0.1%	145

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

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

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

Winthrop Partners - WNY's SYY Position: Q3 2019 in Review

Winthrop Partners - WNY reduced its Sysco (SYY) stake by 0.8% in Q3 2019, selling an estimated $1.1K and leaving 1,865 shares worth $148K. The position accounts for 0.1% of the portfolio, ranked #123.

Winthrop Partners - WNY first reported a position in SYY in Q1 2018 and has held it in 7 quarters since. 1,227 funds tracked by Wall St. Rank hold SYY as of Q3 2019.

Winthrop Partners - WNY held 1,865 shares of Sysco worth $148K as of Q3 2019.
Winthrop Partners - WNY sold 15 Sysco shares in Q3 2019, an estimated $1.1K.
Sysco made up 0.1% of Winthrop Partners - WNY's portfolio in Q3 2019, its #123 holding.
Winthrop Partners - WNY first reported a position in Sysco in Q1 2018 and has held it in 7 quarters since.
1,227 funds tracked by Wall St. Rank held Sysco as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.