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Wisconsin Capital Management’s Sysco SYY Stock Holding History

Wisconsin 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
Q4 		$638K Buy
16,080
+1,550
+11% +$60.1K 0.23% 83
2014
Q3 		$551K Sell
14,530
-50
-0.3% -$1.87K 0.2% 84
2014
Q2 		$546K Sell
14,580
-10
-0.1% -$367 0.2% 85
2014
Q1 		$527K Buy
14,590
+360
+3% +$12.9K 0.2% 83
2013
Q4 		$514K Buy
14,230
+1,175
+9% +$39.7K 0.2% 75
2013
Q3 		$416K Buy
13,055
+250
+2% +$8.39K 0.18% 78
2013
Q2 		$437K Buy
+12,805
New +$441K 0.19% 73

Other funds holding SYY

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wisconsin Capital Management's SYY Position: Q4 2014 in Review

Wisconsin Capital Management increased its Sysco (SYY) stake by 11% in Q4 2014, buying an estimated $60.1K and bringing the position to 16,080 shares worth $638K. The position accounts for 0.23% of the portfolio, ranked #83.

Wisconsin Capital Management first reported a position in SYY in Q2 2013 and has held it in 7 quarters since. 919 funds tracked by Wall St. Rank hold SYY as of Q4 2014.

  • Wisconsin Capital Management held 16,080 shares of Sysco worth $638K as of Q4 2014.
  • Wisconsin Capital Management bought 1,550 Sysco shares in Q4 2014, an estimated $60.1K.
  • Sysco made up 0.23% of Wisconsin Capital Management's portfolio in Q4 2014, its #83 holding.
  • Wisconsin Capital Management first reported a position in Sysco in Q2 2013 and has held it in 7 quarters since.
  • 919 funds tracked by Wall St. Rank held Sysco as of Q4 2014.

Based on Wisconsin Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.