BAM
SYY icon

Bruderman Asset Management’s Sysco SYY Stock Holding History

Bruderman Asset Management’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
-7,519
Closed -$637K – 99
2019
Q4 		$637K Sell
7,519
-1,677
-18% -$136K 0.2% 79
2019
Q3 		$739K Sell
9,196
-99
-1% -$7.27K 0.19% 82
2019
Q2 		$657K Sell
9,295
-276
-3% -$19.6K 0.16% 75
2019
Q1 		$639K Buy
9,571
+37
+0.4% +$2.41K 0.14% 84
2018
Q4 		$597K Buy
9,534
+148
+2% +$9.98K 0.15% 80
2018
Q3 		$688K Buy
9,386
+445
+5% +$32.1K 0.16% 81
2018
Q2 		$611K Sell
8,941
-7,220
-45% -$461K 0.15% 88
2018
Q1 		$969K Buy
16,161
+372
+2% +$22.5K 0.23% 69
2017
Q4 		$959K Buy
15,789
+8,323
+111% +$472K 0.24% 69
2017
Q3 		$403K Buy
7,466
+5,785
+344% +$301K 0.1% 95
2017
Q2 		$85K Buy
+1,681
New +$89.8K 0.02% 166
2017
Q1 		– Sell
-2,645
Closed -$146K – 291
2016
Q4 		$146K Sell
2,645
-146
-5% -$7.58K 0.04% 129
2016
Q3 		$137K Buy
2,791
+3
+0.1% +$154 0.04% 139
2016
Q2 		$141K Buy
2,788
+68
+3% +$3.29K 0.04% 135
2016
Q1 		$127K Sell
2,720
-342
-11% -$14.8K 0.04% 135
2015
Q4 		$126K Sell
3,062
-445
-13% -$18.2K 0.05% 143
2015
Q3 		$137K Sell
3,507
-40
-1% -$1.53K 0.05% 129
2015
Q2 		$128K Sell
3,547
-7,706
-68% -$288K 0.05% 136
2015
Q1 		$425K Buy
+11,253
New +$443K 0.17% 76

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

Bruderman Asset Management's SYY Position: Q1 2020 in Review

Bruderman Asset Management sold out of Sysco (SYY) in Q1 2020, closing a stake of 7,519 shares — an estimated $637K sold.

Bruderman Asset Management first reported a position in SYY in Q1 2015 and held it in 19 quarters. The position peaked at $969K in Q1 2018. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

  • Bruderman Asset Management reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
  • Bruderman Asset Management sold 7,519 Sysco shares in Q1 2020, an estimated $637K.
  • Bruderman Asset Management first reported a position in Sysco in Q1 2015 and held it in 19 quarters.
  • Bruderman Asset Management's Sysco position peaked at $969K in Q1 2018.
  • 1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Bruderman Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.