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Bernardo Wealth Planning’s Sysco SYY Stock Holding History

Bernardo Wealth Planning’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
-2,739
Closed -$234K – 160
2019
Q4 		$234K Sell
2,739
-21
-0.8% -$1.7K 0.14% 144
2019
Q3 		$219K Buy
+2,760
New +$203K 0.16% 138

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

Bernardo Wealth Planning's SYY Position: Q1 2020 in Review

Bernardo Wealth Planning sold out of Sysco (SYY) in Q1 2020, closing a stake of 2,739 shares — an estimated $234K sold.

Bernardo Wealth Planning first reported a position in SYY in Q3 2019 and held it in 2 quarters. The position peaked at $234K in Q4 2019. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

  • Bernardo Wealth Planning reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 2,739 Sysco shares in Q1 2020, an estimated $234K.
  • Bernardo Wealth Planning first reported a position in Sysco in Q3 2019 and held it in 2 quarters.
  • Bernardo Wealth Planning's Sysco position peaked at $234K in Q4 2019.
  • 1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Bernardo Wealth Planning's 13F filing for Q1 2020, filed 1 May 2020.