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Close Asset Management’s Sysco SYY Stock Holding History

Close Asset 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
2021
Q2 		– Sell
-5,475
Closed -$431K – 225
2021
Q1 		$431K Buy
+5,475
New +$424K 0.02% 82
2019
Q2 		– Sell
-5,200
Closed -$347K – 195
2019
Q1 		$347K Buy
+5,200
New +$338K 0.03% 78

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Close Asset Management's SYY Position: Q2 2021 in Review

Close Asset Management sold out of Sysco (SYY) in Q2 2021, closing a stake of 5,475 shares — an estimated $431K sold.

Close Asset Management first reported a position in SYY in Q1 2019 and held it in 2 quarters. The position peaked at $431K in Q1 2021. 1,331 funds tracked by Wall St. Rank hold SYY as of Q2 2021.

  • Close Asset Management reported no remaining Sysco position as of Q2 2021 after selling out during the quarter.
  • Close Asset Management sold 5,475 Sysco shares in Q2 2021, an estimated $431K.
  • Close Asset Management first reported a position in Sysco in Q1 2019 and held it in 2 quarters.
  • Close Asset Management's Sysco position peaked at $431K in Q1 2021.
  • 1,331 funds tracked by Wall St. Rank held Sysco as of Q2 2021.

Based on Close Asset Management's 13F filing for Q2 2021, filed 27 Jul 2021.