180 Wealth Advisors’s Sysco SYY Stock Holding History

180 Wealth Advisors’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 Q2	–	Sell	-6,645	Closed	-$484K	–	261
2019 Q1	$484K	Sell	6,645 -3,945	-37%	-$257K	0.22%	124
2018 Q4	$776K	Sell	10,590 -235	-2%	-$15.8K	0.36%	82
2018 Q3	$793K	Buy	10,825 +1,197	+12%	+$86.2K	0.37%	81
2018 Q2	$657K	Buy	+9,628	New	+$615K	0.33%	94

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

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

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

180 Wealth Advisors's SYY Position: Q2 2019 in Review

180 Wealth Advisors sold out of Sysco (SYY) in Q2 2019, closing a stake of 6,645 shares — an estimated $484K sold.

180 Wealth Advisors first reported a position in SYY in Q2 2018 and held it in 4 quarters. The position peaked at $793K in Q3 2018. 1,207 funds tracked by Wall St. Rank hold SYY as of Q2 2019.

180 Wealth Advisors reported no remaining Sysco position as of Q2 2019 after selling out during the quarter.
180 Wealth Advisors sold 6,645 Sysco shares in Q2 2019, an estimated $484K.
180 Wealth Advisors first reported a position in Sysco in Q2 2018 and held it in 4 quarters.
180 Wealth Advisors's Sysco position peaked at $793K in Q3 2018.
1,207 funds tracked by Wall St. Rank held Sysco as of Q2 2019.

Based on 180 Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.