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Capstone Financial Group’s Sysco SYY Stock Holding History

Capstone Financial Group’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 		$341K Buy
5,278
+400
+8% +$23.3K 0.26% 58
2020
Q2 		$259K Buy
4,878
+961
+25% +$50.5K 0.21% 66
2020
Q1 		$179K Sell
3,917
-112
-3% -$7.75K 0.18% 78
2019
Q4 		$345K Buy
+4,029
New +$326K 0.33% 52

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capstone Financial Group's SYY Position: Q3 2020 in Review

Capstone Financial Group increased its Sysco (SYY) stake by 8.2% in Q3 2020, buying an estimated $23.3K and bringing the position to 5,278 shares worth $341K. The position accounts for 0.26% of the portfolio, ranked #58.

Capstone Financial Group first reported a position in SYY in Q4 2019 and has held it in 4 quarters since. The position peaked at $345K in Q4 2019. 1,193 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

  • Capstone Financial Group held 5,278 shares of Sysco worth $341K as of Q3 2020.
  • Capstone Financial Group bought 400 Sysco shares in Q3 2020, an estimated $23.3K.
  • Sysco made up 0.26% of Capstone Financial Group's portfolio in Q3 2020, its #58 holding.
  • Capstone Financial Group first reported a position in Sysco in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's Sysco position peaked at $345K in Q4 2019.
  • 1,193 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.