Cordatus Wealth Management’s Sysco SYY Stock Holding History

Cordatus 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
2021 Q1	$516K	Buy	6,556 +1,870	+40%	+$145K	0.2%	127
2020 Q4	$348K	Buy	4,686 +313	+7%	+$21.5K	0.15%	126
2020 Q3	$272K	Buy	4,373 +692	+19%	+$40.3K	0.13%	125
2020 Q2	$201K	Buy	+3,681	New	+$194K	0.11%	112
2020 Q1	–	Sell	-13,203	Closed	-$1.13M	–	136
2019 Q4	$1.13M	Buy	13,203 +1,753	+15%	+$142K	0.56%	62
2019 Q3	$909K	Buy	11,450 +872	+8%	+$64K	0.47%	71
2019 Q2	$748K	Buy	10,578 +250	+2%	+$17.8K	0.44%	76
2019 Q1	$689K	Sell	10,328 -73,811	-88%	-$4.8M	0.38%	84
2018 Q4	$5.27M	Buy	+84,139	New	+$5.67M	3.76%	4

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cordatus Wealth Management's SYY Position: Q1 2021 in Review

Cordatus Wealth Management increased its Sysco (SYY) stake by 40% in Q1 2021, buying an estimated $145K and bringing the position to 6,556 shares worth $516K. The position accounts for 0.2% of the portfolio, ranked #127.

Cordatus Wealth Management first reported a position in SYY in Q4 2018 and has held it in 9 quarters since. The position peaked at $5.27M in Q4 2018. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

Cordatus Wealth Management held 6,556 shares of Sysco worth $516K as of Q1 2021.
Cordatus Wealth Management bought 1,870 Sysco shares in Q1 2021, an estimated $145K.
Sysco made up 0.2% of Cordatus Wealth Management's portfolio in Q1 2021, its #127 holding.
Cordatus Wealth Management first reported a position in Sysco in Q4 2018 and has held it in 9 quarters since.
Cordatus Wealth Management's Sysco position peaked at $5.27M in Q4 2018.
1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Cordatus Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.