AWM
SYY icon

Argent Wealth Management’s Sysco SYY Stock Holding History

Argent 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
Q2 		$3.06M Buy
52,205
+35,300
+209% +$1.86M 0.51% 42
2020
Q1 		$761K Buy
16,905
+8,534
+102% +$590K 0.15% 78
2019
Q4 		$716K Buy
+8,371
New +$678K 0.12% 100

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Argent Wealth Management's SYY Position: Q2 2020 in Review

Argent Wealth Management increased its Sysco (SYY) stake by 209% in Q2 2020, buying an estimated $1.86M and bringing the position to 52,205 shares worth $3.06M. The position accounts for 0.51% of the portfolio, ranked #42.

Argent Wealth Management first reported a position in SYY in Q4 2019 and has held it in 3 quarters since. 1,188 funds tracked by Wall St. Rank hold SYY as of Q2 2020.

  • Argent Wealth Management held 52,205 shares of Sysco worth $3.06M as of Q2 2020.
  • Argent Wealth Management bought 35,300 Sysco shares in Q2 2020, an estimated $1.86M.
  • Sysco made up 0.51% of Argent Wealth Management's portfolio in Q2 2020, its #42 holding.
  • Argent Wealth Management first reported a position in Sysco in Q4 2019 and has held it in 3 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Sysco as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.