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Bison Wealth’s Sysco SYY Stock Holding History

Bison Wealth’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
Q3 		– Sell
-4,292
Closed -$235K – 393
2020
Q2 		$235K Buy
+4,292
New +$226K 0.15% 155
2020
Q1 		– Sell
-4,914
Closed -$420K – 390
2019
Q4 		$420K Sell
4,914
-28
-0.6% -$2.27K 0.2% 134
2019
Q3 		$392K Buy
4,942
+330
+7% +$24.2K 0.22% 129
2019
Q2 		$326K Buy
4,612
+350
+8% +$24.9K 0.19% 146
2019
Q1 		$285K Buy
4,262
+17
+0.4% +$1.11K 0.17% 161
2018
Q4 		$266K Sell
4,245
-61
-1% -$4.11K 0.19% 152
2018
Q3 		$315K Buy
4,306
+718
+20% +$51.7K 0.21% 147
2018
Q2 		$245K Sell
3,588
-628
-15% -$40.1K 0.18% 161
2018
Q1 		$253K Buy
4,216
+689
+20% +$41.7K 0.19% 151
2017
Q4 		$214K Buy
+3,527
New +$200K 0.16% 188
2017
Q2 		– Sell
-5,426
Closed -$282K – 194
2017
Q1 		$282K Buy
5,426
+1,215
+29% +$64.4K 0.24% 114
2016
Q4 		$233K Buy
+4,211
New +$219K 0.2% 144

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bison Wealth's SYY Position: Q3 2020 in Review

Bison Wealth sold out of Sysco (SYY) in Q3 2020, closing a stake of 4,292 shares — an estimated $235K sold.

Bison Wealth first reported a position in SYY in Q4 2016 and held it in 12 quarters. The position peaked at $420K in Q4 2019. 1,193 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

  • Bison Wealth reported no remaining Sysco position as of Q3 2020 after selling out during the quarter.
  • Bison Wealth sold 4,292 Sysco shares in Q3 2020, an estimated $235K.
  • Bison Wealth first reported a position in Sysco in Q4 2016 and held it in 12 quarters.
  • Bison Wealth's Sysco position peaked at $420K in Q4 2019.
  • 1,193 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Bison Wealth's 13F filing for Q3 2020, filed 16 Oct 2020.