Yorktown Management & Research Company’s Sysco SYY Stock Holding History

Yorktown Management & Research Company’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
2017 Q4	–	Sell	-4,000	Closed	-$216K	–	413
2017 Q3	$216K	Hold	4,000	–	–	0.06%	355
2017 Q2	$201K	Hold	4,000	–	–	0.06%	296
2017 Q1	$208K	Hold	4,000	–	–	0.05%	321
2016 Q4	$221K	Buy	+4,000	New	+$208K	0.06%	317
2016 Q3	–	Sell	-4,000	Closed	-$203K	–	324
2016 Q2	$203K	Sell	4,000 -1,000	-20%	-$48.4K	0.05%	279
2016 Q1	$234K	Sell	5,000 -40,000	-89%	-$1.73M	0.05%	294
2015 Q4	$1.84M	Sell	45,000 -10,000	-18%	-$410K	0.33%	108
2015 Q3	$2.14M	Buy	+55,000	New	+$2.1M	0.35%	98
2014 Q4	–	Sell	-9,500	Closed	-$361K	–	479
2014 Q3	$361K	Hold	9,500	–	–	0.07%	128
2014 Q2	$356K	Hold	9,500	–	–	0.07%	143
2014 Q1	$343K	Hold	9,500	–	–	0.07%	159
2013 Q4	$343K	Hold	9,500	–	–	0.07%	143
2013 Q3	$302K	Hold	9,500	–	–	0.06%	162
2013 Q2	$325K	Buy	+9,500	New	+$327K	0.07%	128

Other funds holding SYY

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Yorktown Management & Research Company's SYY Position: Q4 2017 in Review

Yorktown Management & Research Company sold out of Sysco (SYY) in Q4 2017, closing a stake of 4,000 shares — an estimated $216K sold.

Yorktown Management & Research Company first reported a position in SYY in Q2 2013 and held it in 14 quarters. The position peaked at $2.14M in Q3 2015. 1,114 funds tracked by Wall St. Rank hold SYY as of Q4 2017.

Yorktown Management & Research Company reported no remaining Sysco position as of Q4 2017 after selling out during the quarter.
Yorktown Management & Research Company sold 4,000 Sysco shares in Q4 2017, an estimated $216K.
Yorktown Management & Research Company first reported a position in Sysco in Q2 2013 and held it in 14 quarters.
Yorktown Management & Research Company's Sysco position peaked at $2.14M in Q3 2015.
1,114 funds tracked by Wall St. Rank held Sysco as of Q4 2017.

Based on Yorktown Management & Research Company's 13F filing for Q4 2017, filed 13 Feb 2018.