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Andesa Financial Management’s Sysco SYY Stock Holding History

Andesa Financial 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
Q4 		– Sell
-3,252
Closed -$202K – 131
2020
Q3 		$202K Sell
3,252
-1,438
-31% -$83.7K 0.08% 128
2020
Q2 		$255K Sell
4,690
-2,563
-35% -$135K 0.23% 91
2020
Q1 		$331K Sell
7,253
-1,902
-21% -$132K 0.37% 62
2019
Q4 		$783K Buy
9,155
+27
+0.3% +$2.19K 0.68% 44
2019
Q3 		$724K Sell
9,128
-1,054
-10% -$77.4K 0.7% 36
2019
Q2 		$721K Sell
10,182
-5,434
-35% -$387K 0.68% 38
2019
Q1 		$1.04M Buy
15,616
+7,820
+100% +$509K 0.51% 41
2018
Q4 		$489K Sell
7,796
-5,524
-41% -$372K 0.58% 46
2018
Q3 		$976K Buy
13,320
+240
+2% +$17.3K 1.5% 27
2018
Q2 		$892K Buy
13,080
+520
+4% +$33.2K 1.44% 29
2018
Q1 		$751K Sell
12,560
-770
-6% -$46.6K 1.24% 33
2017
Q4 		$808K Buy
+13,330
New +$755K 1.2% 35

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Andesa Financial Management's SYY Position: Q4 2020 in Review

Andesa Financial Management sold out of Sysco (SYY) in Q4 2020, closing a stake of 3,252 shares — an estimated $202K sold.

Andesa Financial Management first reported a position in SYY in Q4 2017 and held it in 12 quarters. The position peaked at $1.04M in Q1 2019. 1,309 funds tracked by Wall St. Rank hold SYY as of Q4 2020.

  • Andesa Financial Management reported no remaining Sysco position as of Q4 2020 after selling out during the quarter.
  • Andesa Financial Management sold 3,252 Sysco shares in Q4 2020, an estimated $202K.
  • Andesa Financial Management first reported a position in Sysco in Q4 2017 and held it in 12 quarters.
  • Andesa Financial Management's Sysco position peaked at $1.04M in Q1 2019.
  • 1,309 funds tracked by Wall St. Rank held Sysco as of Q4 2020.

Based on Andesa Financial Management's 13F filing for Q4 2020, filed 11 Feb 2021.