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Avitas Wealth Management’s Sysco SYY Stock Holding History

Avitas 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
2019
Q1 		– Sell
-14,455
Closed -$906K – 171
2018
Q4 		$906K Sell
14,455
-14
-0.1% -$944 0.3% 102
2018
Q3 		$1.06M Buy
14,469
+1,231
+9% +$88.7K 0.3% 107
2018
Q2 		$904K Buy
+13,238
New +$846K 0.28% 114

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avitas Wealth Management's SYY Position: Q1 2019 in Review

Avitas Wealth Management sold out of Sysco (SYY) in Q1 2019, closing a stake of 14,455 shares — an estimated $906K sold.

Avitas Wealth Management first reported a position in SYY in Q2 2018 and held it in 3 quarters. The position peaked at $1.06M in Q3 2018. 1,224 funds tracked by Wall St. Rank hold SYY as of Q1 2019.

  • Avitas Wealth Management reported no remaining Sysco position as of Q1 2019 after selling out during the quarter.
  • Avitas Wealth Management sold 14,455 Sysco shares in Q1 2019, an estimated $906K.
  • Avitas Wealth Management first reported a position in Sysco in Q2 2018 and held it in 3 quarters.
  • Avitas Wealth Management's Sysco position peaked at $1.06M in Q3 2018.
  • 1,224 funds tracked by Wall St. Rank held Sysco as of Q1 2019.

Based on Avitas Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.