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Shamrock Asset Management LLC: SYY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shamrock Asset Management LLC on SYY, newest first. How the timeline and the estimate are built.

Shamrock Asset Management LLC held 1,922 SYY shares at 2019-09-30 per its 13F-HR filed 2019-11-13.

the latest 13F is the newest step

  1. period ended2019-09-30
    13F 1,922 shares
    Change vs previous 13F -357 shares

    0.12% of the 13F portfolio, value $153,000.

    13F-HR 0001062993-19-004348 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2019-06-30
    13F 2,279 shares
    Change vs previous 13F -309 shares

    0.11% of the 13F portfolio, value $161,000.

    13F-HR 0001062993-19-003246 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2019-03-31
    13F 2,588 shares
    Change vs previous 13F -769 shares

    0.14% of the 13F portfolio, value $173,000.

    13F-HR 0001062993-19-001943 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-12-31
    13F 3,357 shares
    Change vs previous 13F -310 shares

    0.32% of the 13F portfolio, value $210,000.

    13F-HR 0001062993-19-000547 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-09-30
    13F 3,667 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $269,000.

    13F-HR 0001062993-18-004179 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2018-06-30
    13F 3,666 shares
    Change vs previous 13F -118 shares

    0.15% of the 13F portfolio, value $250,000.

    13F-HR 0001062993-18-002866 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2018-03-31
    13F 3,784 shares
    Change vs previous 13F -18 shares

    0.14% of the 13F portfolio, value $241,000.

    13F-HR 0001062993-18-002406 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2017-12-31
    13F 3,802 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $231,000.

    13F-HR 0001062993-18-000261 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).