CWM
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Chesapeake Wealth Management’s Sysco SYY Stock Holding History

Chesapeake 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
Q1 		– Sell
-2,734
Closed -$234K – 189
2019
Q4 		$234K Sell
2,734
-100
-4% -$8.1K 0.09% 175
2019
Q3 		$225K Sell
2,834
-1,622
-36% -$119K 0.09% 168
2019
Q2 		$315K Sell
4,456
-2,249
-34% -$160K 0.13% 156
2019
Q1 		$448K Sell
6,705
-7,542
-53% -$491K 0.2% 123
2018
Q4 		$893K Buy
14,247
+596
+4% +$40.2K 0.44% 62
2018
Q3 		$1M Buy
13,651
+2,068
+18% +$149K 0.44% 63
2018
Q2 		$791K Buy
11,583
+2,539
+28% +$162K 0.36% 75
2018
Q1 		$542K Buy
+9,044
New +$548K 0.25% 94

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

Chesapeake Wealth Management's SYY Position: Q1 2020 in Review

Chesapeake Wealth Management sold out of Sysco (SYY) in Q1 2020, closing a stake of 2,734 shares — an estimated $234K sold.

Chesapeake Wealth Management first reported a position in SYY in Q1 2018 and held it in 8 quarters. The position peaked at $1M in Q3 2018. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

  • Chesapeake Wealth Management reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
  • Chesapeake Wealth Management sold 2,734 Sysco shares in Q1 2020, an estimated $234K.
  • Chesapeake Wealth Management first reported a position in Sysco in Q1 2018 and held it in 8 quarters.
  • Chesapeake Wealth Management's Sysco position peaked at $1M in Q3 2018.
  • 1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Chesapeake Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.