AWE
SYY icon

Avidian Wealth Enterprises’s Sysco SYY Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-7,349
Closed -$629K – 252
2019
Q4 		$629K Buy
7,349
+335
+5% +$27.1K 0.09% 95
2019
Q3 		$557K Buy
+7,014
New +$515K 0.09% 94
2018
Q1 		– Sell
-6,271
Closed -$381 – 113
2017
Q4 		$381 Sell
6,271
-1,023
-14% -$58K 0.1% 64
2017
Q3 		$394K Buy
+7,294
New +$380K 0.15% 57
2017
Q2 		– Sell
-6,154
Closed -$320K – 99
2017
Q1 		$320K Buy
6,154
+1,474
+31% +$78.1K 0.12% 59
2016
Q4 		$259K Buy
+4,680
New +$243K 0.11% 61

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avidian Wealth Enterprises's SYY Position: Q1 2020 in Review

Avidian Wealth Enterprises sold out of Sysco (SYY) in Q1 2020, closing a stake of 7,349 shares — an estimated $629K sold.

Avidian Wealth Enterprises first reported a position in SYY in Q4 2016 and held it in 6 quarters. The position peaked at $629K in Q4 2019. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

  • Avidian Wealth Enterprises reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 7,349 Sysco shares in Q1 2020, an estimated $629K.
  • Avidian Wealth Enterprises first reported a position in Sysco in Q4 2016 and held it in 6 quarters.
  • Avidian Wealth Enterprises's Sysco position peaked at $629K in Q4 2019.
  • 1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2020, filed 22 Apr 2020.