DLCIG
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D.L. Carlson Investment Group’s Sysco SYY Stock Holding History

D.L. Carlson Investment Group’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
Q1 		– Sell
-26,790
Closed -$2.29M – 163
2019
Q4 		$2.29M Buy
+26,790
New +$2.17M 0.66% 54

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.L. Carlson Investment Group's SYY Position: Q1 2020 in Review

D.L. Carlson Investment Group sold out of Sysco (SYY) in Q1 2020, closing a stake of 26,790 shares — an estimated $2.29M sold.

D.L. Carlson Investment Group first reported a position in SYY in Q4 2019 and held it in 1 quarter. The position peaked at $2.29M in Q4 2019. 1,154 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

  • D.L. Carlson Investment Group reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 26,790 Sysco shares in Q1 2020, an estimated $2.29M.
  • D.L. Carlson Investment Group first reported a position in Sysco in Q4 2019 and held it in 1 quarter.
  • D.L. Carlson Investment Group's Sysco position peaked at $2.29M in Q4 2019.
  • 1,154 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2020, filed 7 May 2020.