AWM
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Affinity Wealth Management’s Sysco SYY Stock Holding History

Affinity Wealth 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
2020
Q1 		– Sell
-2,468
Closed -$211K – 107
2019
Q4 		$211K Sell
2,468
-253
-9% -$20.5K 0.08% 98
2019
Q3 		$216K Sell
2,721
-838
-24% -$61.5K 0.09% 89
2019
Q2 		$252K Sell
3,559
-369
-9% -$26.3K 0.1% 84
2019
Q1 		$262K Sell
3,928
-3,046
-44% -$198K 0.1% 86
2018
Q4 		$437K Buy
+6,974
New +$470K 0.26% 59
2017
Q3 		$569K Sell
10,556
-619
-6% -$32.2K 0.35% 22
2017
Q2 		$562K Hold
11,175
– – 0.36% 20
2017
Q1 		$580K Buy
11,175
+735
+7% +$39K 0.32% 21
2016
Q4 		$578K Buy
+10,440
New +$542K 0.33% 25

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Affinity Wealth Management's SYY Position: Q1 2020 in Review

Affinity Wealth Management sold out of Sysco (SYY) in Q1 2020, closing a stake of 2,468 shares — an estimated $211K sold.

Affinity Wealth Management first reported a position in SYY in Q4 2016 and held it in 9 quarters. The position peaked at $580K in Q1 2017. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

  • Affinity Wealth Management reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
  • Affinity Wealth Management sold 2,468 Sysco shares in Q1 2020, an estimated $211K.
  • Affinity Wealth Management first reported a position in Sysco in Q4 2016 and held it in 9 quarters.
  • Affinity Wealth Management's Sysco position peaked at $580K in Q1 2017.
  • 1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Affinity Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.