Campbell Wealth Management’s Sysco SYY Stock Holding History

Campbell Wealth 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 Q3	–	Sell	-178	Closed	-$10K	–	303
2020 Q2	$10K	Buy	+178	New	+$9.36K	﹤0.01%	276
2020 Q1	–	Sell	-3,085	Closed	-$264K	–	65
2019 Q4	$264K	Hold	3,085	–	–	0.05%	55
2019 Q3	$245K	Hold	3,085	–	–	0.05%	57
2019 Q2	$218K	Sell	3,085 -16	-0.5%	-$1.14K	0.05%	58
2019 Q1	$207K	Buy	+3,101	New	+$202K	0.06%	55

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Campbell Wealth Management's SYY Position: Q3 2020 in Review

Campbell Wealth Management sold out of Sysco (SYY) in Q3 2020, closing a stake of 178 shares — an estimated $10K sold.

Campbell Wealth Management first reported a position in SYY in Q1 2019 and held it in 5 quarters. The position peaked at $264K in Q4 2019. 1,192 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

Campbell Wealth Management reported no remaining Sysco position as of Q3 2020 after selling out during the quarter.
Campbell Wealth Management sold 178 Sysco shares in Q3 2020, an estimated $10K.
Campbell Wealth Management first reported a position in Sysco in Q1 2019 and held it in 5 quarters.
Campbell Wealth Management's Sysco position peaked at $264K in Q4 2019.
1,192 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.