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Covenant Multifamily Offices’s Sysco SYY Stock Holding History

Covenant Multifamily Offices’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
Q3 		– Sell
-7,159
Closed -$391K – 154
2020
Q2 		$391K Buy
+7,159
New +$376K 0.08% 104
2020
Q1 		– Sell
-50,986
Closed -$3.84M – 178
2019
Q4 		$3.84M Buy
50,986
+18,357
+56% +$1.49M 0.66% 22
2019
Q3 		$2.59M Buy
32,629
+1,802
+6% +$132K 0.56% 21
2019
Q2 		$2.18M Buy
+30,827
New +$2.19M 0.48% 24

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Covenant Multifamily Offices's SYY Position: Q3 2020 in Review

Covenant Multifamily Offices sold out of Sysco (SYY) in Q3 2020, closing a stake of 7,159 shares — an estimated $391K sold.

Covenant Multifamily Offices first reported a position in SYY in Q2 2019 and held it in 4 quarters. The position peaked at $3.84M in Q4 2019. 1,192 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

  • Covenant Multifamily Offices reported no remaining Sysco position as of Q3 2020 after selling out during the quarter.
  • Covenant Multifamily Offices sold 7,159 Sysco shares in Q3 2020, an estimated $391K.
  • Covenant Multifamily Offices first reported a position in Sysco in Q2 2019 and held it in 4 quarters.
  • Covenant Multifamily Offices's Sysco position peaked at $3.84M in Q4 2019.
  • 1,192 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Covenant Multifamily Offices's 13F filing for Q3 2020, filed 10 Nov 2020.