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Berman Capital Advisors’s Sysco SYY Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$93K Buy
1,207
+159
+15% +$12.1K 0.01% 464
2021
Q2 		$81K Buy
1,048
+362
+53% +$29.2K 0.01% 433
2021
Q1 		$53K Buy
686
+175
+34% +$13.6K 0.01% 461
2020
Q4 		$37K Sell
511
-33
-6% -$2.27K 0.01% 492
2020
Q3 		$33K Buy
544
+275
+102% +$16K 0.01% 455
2020
Q2 		$14K Sell
269
-49
-15% -$2.58K ﹤0.01% 658
2020
Q1 		$14K Sell
318
-171
-35% -$11.8K ﹤0.01% 588
2019
Q4 		$41K Buy
489
+37
+8% +$3K 0.01% 361
2019
Q3 		$35K Hold
452
– – 0.01% 368
2019
Q2 		$32K Hold
452
– – 0.01% 400
2019
Q1 		$30K Buy
452
+89
+25% +$5.79K 0.01% 365
2018
Q4 		$21K Buy
+363
New +$24.5K 0.01% 383

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's SYY Position: Q3 2021 in Review

Berman Capital Advisors increased its Sysco (SYY) stake by 15% in Q3 2021, buying an estimated $12.1K and bringing the position to 1,207 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #464.

Berman Capital Advisors first reported a position in SYY in Q4 2018 and has held it in 12 quarters since. 1,323 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

  • Berman Capital Advisors held 1,207 shares of Sysco worth $93K as of Q3 2021.
  • Berman Capital Advisors bought 159 Sysco shares in Q3 2021, an estimated $12.1K.
  • Sysco made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #464 holding.
  • Berman Capital Advisors first reported a position in Sysco in Q4 2018 and has held it in 12 quarters since.
  • 1,323 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.