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Clarus Wealth Advisors’s Sysco SYY Stock Holding History

Clarus 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
2019
Q3 		– Sell
-1,121
Closed -$79K – 498
2019
Q2 		$79K Buy
1,121
+463
+70% +$33K 0.06% 224
2019
Q1 		$44K Sell
658
-32
-5% -$2.08K 0.03% 315
2018
Q4 		$43K Buy
690
+4
+0.6% +$270 0.07% 281
2018
Q3 		$50K Buy
+686
New +$49.4K 0.03% 298

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Clarus Wealth Advisors's SYY Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Sysco (SYY) in Q3 2019, closing a stake of 1,121 shares — an estimated $79K sold.

Clarus Wealth Advisors first reported a position in SYY in Q3 2018 and held it in 4 quarters. The position peaked at $79K in Q2 2019. 1,227 funds tracked by Wall St. Rank hold SYY as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Sysco position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,121 Sysco shares in Q3 2019, an estimated $79K.
  • Clarus Wealth Advisors first reported a position in Sysco in Q3 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's Sysco position peaked at $79K in Q2 2019.
  • 1,227 funds tracked by Wall St. Rank held Sysco as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.