Altus Wealth Group’s Sysco SYY Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-300	Closed	-$22K	–	701
2020 Q4	$22K	Buy	+300	New	+$20.6K	0.02%	352

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Altus Wealth Group's SYY Position: Q1 2021 in Review

Altus Wealth Group sold out of Sysco (SYY) in Q1 2021, closing a stake of 300 shares — an estimated $22K sold.

Altus Wealth Group first reported a position in SYY in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

Altus Wealth Group reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 300 Sysco shares in Q1 2021, an estimated $22K.
Altus Wealth Group first reported a position in Sysco in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Sysco position peaked at $22K in Q4 2020.
1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.