Balasa Dinverno & Foltz’s Sysco SYY Stock Holding History

Balasa Dinverno & Foltz’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	-7,816	Closed	-$669K	–	289
2019 Q4	$669K	Buy	+7,816	New	+$633K	0.07%	128

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Balasa Dinverno & Foltz's SYY Position: Q1 2020 in Review

Balasa Dinverno & Foltz sold out of Sysco (SYY) in Q1 2020, closing a stake of 7,816 shares — an estimated $669K sold.

Balasa Dinverno & Foltz first reported a position in SYY in Q4 2019 and held it in 1 quarter. The position peaked at $669K in Q4 2019. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

Balasa Dinverno & Foltz reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
Balasa Dinverno & Foltz sold 7,816 Sysco shares in Q1 2020, an estimated $669K.
Balasa Dinverno & Foltz first reported a position in Sysco in Q4 2019 and held it in 1 quarter.
Balasa Dinverno & Foltz's Sysco position peaked at $669K in Q4 2019.
1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2020, filed 30 Apr 2020.