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Cedar Brook Financial Partners’s Sysco SYY Stock Holding History

Cedar Brook Financial Partners’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
-14,580
Closed -$1.25M – 297
2019
Q4 		$1.25M Sell
14,580
-481
-3% -$39K 0.53% 55
2019
Q3 		$1.2M Buy
15,061
+9
+0.1% +$661 0.53% 48
2019
Q2 		$1.06M Sell
15,052
-2
-0% -$142 0.49% 56
2019
Q1 		$1M Buy
15,054
+12
+0.1% +$781 0.49% 59
2018
Q4 		$943K Buy
+15,042
New +$1.01M 0.57% 50

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

Cedar Brook Financial Partners's SYY Position: Q1 2020 in Review

Cedar Brook Financial Partners sold out of Sysco (SYY) in Q1 2020, closing a stake of 14,580 shares — an estimated $1.25M sold.

Cedar Brook Financial Partners first reported a position in SYY in Q4 2018 and held it in 5 quarters. The position peaked at $1.25M in Q4 2019. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

  • Cedar Brook Financial Partners reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 14,580 Sysco shares in Q1 2020, an estimated $1.25M.
  • Cedar Brook Financial Partners first reported a position in Sysco in Q4 2018 and held it in 5 quarters.
  • Cedar Brook Financial Partners's Sysco position peaked at $1.25M in Q4 2019.
  • 1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2020, filed 7 May 2020.