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Bell Rock Capital’s Sysco SYY Stock Holding History

Bell Rock Capital’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
-785
Closed -$67K – 275
2019
Q4 		$67K Hold
785
– – 0.06% 192
2019
Q3 		$62K Hold
785
– – 0.06% 188
2019
Q2 		$55K Buy
785
+5
+0.6% +$356 0.05% 189
2019
Q1 		$52K Sell
780
-544
-41% -$35.4K 0.03% 234
2018
Q4 		$83K Buy
1,324
+4
+0.3% +$270 0.06% 187
2018
Q3 		$97K Buy
1,320
+4
+0.3% +$288 0.05% 197
2018
Q2 		$90K Buy
1,316
+4
+0.3% +$256 0.05% 199
2018
Q1 		$79K Buy
1,312
+5
+0.4% +$303 0.04% 215
2017
Q4 		$79K Buy
1,307
+4
+0.3% +$227 0.04% 206
2017
Q3 		$70K Buy
1,303
+5
+0.4% +$260 0.04% 213
2017
Q2 		$65K Buy
1,298
+315
+32% +$16.8K 0.04% 209
2017
Q1 		$51K Hold
983
– – 0.05% 195
2016
Q4 		$54K Buy
+983
New +$51.1K 0.06% 174

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 Rock Capital's SYY Position: Q1 2020 in Review

Bell Rock Capital sold out of Sysco (SYY) in Q1 2020, closing a stake of 785 shares — an estimated $67K sold.

Bell Rock Capital first reported a position in SYY in Q4 2016 and held it in 13 quarters. The position peaked at $97K in Q3 2018. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

  • Bell Rock Capital reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 785 Sysco shares in Q1 2020, an estimated $67K.
  • Bell Rock Capital first reported a position in Sysco in Q4 2016 and held it in 13 quarters.
  • Bell Rock Capital's Sysco position peaked at $97K in Q3 2018.
  • 1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.