CFM Wealth Partners’s Sysco SYY Stock Holding History

CFM Wealth 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 Q3	–	Sell	-25	Closed	-$1K	–	419
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	494
2020 Q1	$1K	Sell	25 -108	-81%	-$7.47K	﹤0.01%	527
2019 Q4	$11K	Buy	+133	New	+$10.8K	﹤0.01%	415

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

CFM Wealth Partners's SYY Position: Q3 2020 in Review

CFM Wealth Partners sold out of Sysco (SYY) in Q3 2020, closing a stake of 25 shares — an estimated $1K sold.

CFM Wealth Partners first reported a position in SYY in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 1,192 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

CFM Wealth Partners reported no remaining Sysco position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 25 Sysco shares in Q3 2020, an estimated $1K.
CFM Wealth Partners first reported a position in Sysco in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's Sysco position peaked at $11K in Q4 2019.
1,192 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.