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CLA (CliftonLarsonAllen) Wealth Advisors’s Sysco SYY Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2021
Q4 		– Sell
-4,055
Closed -$318K – 280
2021
Q3 		$318K Buy
4,055
+36
+0.9% +$2.75K 0.01% 265
2021
Q2 		$312K Buy
+4,019
New +$325K 0.01% 267
2017
Q4 		– Sell
-17,318
Closed -$934K – 140
2017
Q3 		$934K Buy
17,318
+393
+2% +$20.4K 0.1% 97
2017
Q2 		$852K Buy
16,925
+1,328
+9% +$70.9K 0.1% 97
2017
Q1 		$810K Buy
15,597
+1,000
+7% +$53K 0.09% 104
2016
Q4 		$808K Buy
14,597
+2,235
+18% +$116K 0.09% 100
2016
Q3 		$606K Buy
12,362
+535
+5% +$27.5K 0.07% 105
2016
Q2 		$600K Buy
+11,827
New +$572K 0.09% 95

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SYY Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Sysco (SYY) in Q4 2021, closing a stake of 4,055 shares — an estimated $318K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SYY in Q2 2016 and held it in 8 quarters. The position peaked at $934K in Q3 2017. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Sysco position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 4,055 Sysco shares in Q4 2021, an estimated $318K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Sysco in Q2 2016 and held it in 8 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Sysco position peaked at $934K in Q3 2017.
  • 1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.