Augustine Asset Management’s Sysco SYY Stock Holding History

Augustine Asset 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
2021 Q4	–	Sell	-4,199	Closed	-$330K	–	98
2021 Q3	$330K	Buy	4,199 +156	+4%	+$11.9K	0.18%	66
2021 Q2	$314K	Sell	4,043 -477	-11%	-$38.5K	0.16%	69
2021 Q1	$356K	Hold	4,520	–	–	0.19%	61
2020 Q4	$336K	Sell	4,520 -822	-15%	-$56.5K	0.17%	61
2020 Q3	$332K	Sell	5,342 -530	-9%	-$30.8K	0.19%	63
2020 Q2	$321K	Hold	5,872	–	–	0.19%	60
2020 Q1	$268K	Buy	+5,872	New	+$406K	0.19%	62

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

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

Augustine Asset Management's SYY Position: Q4 2021 in Review

Augustine Asset Management sold out of Sysco (SYY) in Q4 2021, closing a stake of 4,199 shares — an estimated $330K sold.

Augustine Asset Management first reported a position in SYY in Q1 2020 and held it in 7 quarters. The position peaked at $356K in Q1 2021. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

Augustine Asset Management reported no remaining Sysco position as of Q4 2021 after selling out during the quarter.
Augustine Asset Management sold 4,199 Sysco shares in Q4 2021, an estimated $330K.
Augustine Asset Management first reported a position in Sysco in Q1 2020 and held it in 7 quarters.
Augustine Asset Management's Sysco position peaked at $356K in Q1 2021.
1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on Augustine Asset Management's 13F filing for Q4 2021, filed 1 Feb 2022.