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Bell Asset Management’s Sysco SYY Stock Holding History

Bell 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
2020
Q1 		– Sell
-64,476
Closed -$5.51M – 72
2019
Q4 		$5.51M Sell
64,476
-64,430
-50% -$5.22M 1.42% 30
2019
Q3 		$10.2M Buy
128,906
+1,283
+1% +$94.2K 1.57% 24
2019
Q2 		$9.03M Buy
+127,623
New +$9.08M 1.46% 33

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

Bell Asset Management's SYY Position: Q1 2020 in Review

Bell Asset Management sold out of Sysco (SYY) in Q1 2020, closing a stake of 64,476 shares — an estimated $5.51M sold.

Bell Asset Management first reported a position in SYY in Q2 2019 and held it in 3 quarters. The position peaked at $10.2M in Q3 2019. 1,154 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

  • Bell Asset Management reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
  • Bell Asset Management sold 64,476 Sysco shares in Q1 2020, an estimated $5.51M.
  • Bell Asset Management first reported a position in Sysco in Q2 2019 and held it in 3 quarters.
  • Bell Asset Management's Sysco position peaked at $10.2M in Q3 2019.
  • 1,154 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Bell Asset Management's 13F filing for Q1 2020, filed 14 May 2020.