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Bridgeworth’s Sysco SYY Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-434
Closed -$29K – 484
2018
Q2 		$29K Buy
+434
New +$27.7K 0.01% 344

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bridgeworth's SYY Position: Q3 2018 in Review

Bridgeworth sold out of Sysco (SYY) in Q3 2018, closing a stake of 434 shares — an estimated $29K sold.

Bridgeworth first reported a position in SYY in Q2 2018 and held it in 1 quarter. The position peaked at $29K in Q2 2018. 1,182 funds tracked by Wall St. Rank hold SYY as of Q3 2018.

  • Bridgeworth reported no remaining Sysco position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 434 Sysco shares in Q3 2018, an estimated $29K.
  • Bridgeworth first reported a position in Sysco in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Sysco position peaked at $29K in Q2 2018.
  • 1,182 funds tracked by Wall St. Rank held Sysco as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.