CSat Investment Advisory’s Sysco SYY Stock Holding History

CSat Investment Advisory’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	$18K	Buy	233 +34	+17%	+$2.64K	0.02%	399
2020 Q4	$15K	Sell	199 -1,513	-88%	-$104K	0.01%	394
2020 Q3	$107K	Buy	1,712 +121	+8%	+$7.04K	0.01%	431
2020 Q2	$87K	Buy	1,591 +209	+15%	+$11K	0.01%	521
2020 Q1	$63K	Sell	1,382 -102	-7%	-$7.06K	0.01%	470
2019 Q4	$127K	Buy	1,484 +448	+43%	+$36.3K	0.03%	314
2019 Q3	$82K	Buy	1,036 +72	+7%	+$5.29K	0.03%	358
2019 Q2	$68K	Buy	964 +822	+579%	+$58.5K	0.02%	376
2019 Q1	$9K	Buy	142 +18	+15%	+$1.17K	﹤0.01%	450
2018 Q4	$8K	Buy	124 +46	+59%	+$3.1K	﹤0.01%	446
2018 Q3	$6K	Sell	78 -4	-5%	-$288	﹤0.01%	453
2018 Q2	$6K	Buy	+82	New	+$5.24K	﹤0.01%	445

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

CSat Investment Advisory's SYY Position: Q1 2021 in Review

CSat Investment Advisory increased its Sysco (SYY) stake by 17% in Q1 2021, buying an estimated $2.64K and bringing the position to 233 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #399.

CSat Investment Advisory first reported a position in SYY in Q2 2018 and has held it in 12 quarters since. The position peaked at $127K in Q4 2019. 1,344 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

CSat Investment Advisory held 233 shares of Sysco worth $18K as of Q1 2021.
CSat Investment Advisory bought 34 Sysco shares in Q1 2021, an estimated $2.64K.
Sysco made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #399 holding.
CSat Investment Advisory first reported a position in Sysco in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Sysco position peaked at $127K in Q4 2019.
1,344 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.