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Alera Investment Advisors’s Sysco SYY Stock Holding History

Alera Investment 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
-318
Closed -$21K – 884
2019
Q1 		$21K Buy
318
+47
+17% +$3.06K 0.01% 288
2018
Q4 		$17K Buy
+271
New +$18.3K 0.01% 321

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Alera Investment Advisors's SYY Position: Q2 2019 in Review

Alera Investment Advisors sold out of Sysco (SYY) in Q2 2019, closing a stake of 318 shares — an estimated $21K sold.

Alera Investment Advisors first reported a position in SYY in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q1 2019. 1,207 funds tracked by Wall St. Rank hold SYY as of Q2 2019.

  • Alera Investment Advisors reported no remaining Sysco position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 318 Sysco shares in Q2 2019, an estimated $21K.
  • Alera Investment Advisors first reported a position in Sysco in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Sysco position peaked at $21K in Q1 2019.
  • 1,207 funds tracked by Wall St. Rank held Sysco as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.