DIA
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Davidson Investment Advisors’s Sysco SYY Stock Holding History

Davidson Investment Advisors’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
-5,875
Closed -$503K – 105
2019
Q4 		$503K Hold
5,875
– – 0.05% 82
2019
Q3 		$466K Sell
5,875
-150
-2% -$11K 0.05% 84
2019
Q2 		$426K Sell
6,025
-575
-9% -$40.9K 0.04% 85
2019
Q1 		$441K Sell
6,600
-600
-8% -$39K 0.05% 84
2018
Q4 		$451K Sell
7,200
-760
-10% -$51.2K 0.05% 85
2018
Q3 		$583K Sell
7,960
-690
-8% -$49.7K 0.06% 79
2018
Q2 		$591K Buy
8,650
+1,350
+18% +$86.2K 0.06% 82
2018
Q1 		$438K Sell
7,300
-325
-4% -$19.7K 0.05% 87
2017
Q4 		$463K Sell
7,625
-100
-1% -$5.67K 0.05% 92
2017
Q3 		$416K Buy
7,725
+600
+8% +$31.2K 0.04% 88
2017
Q2 		$358K Sell
7,125
-1,816
-20% -$97K 0.05% 91
2017
Q1 		$464K Hold
8,941
– – 0.06% 88
2016
Q4 		$495K Sell
8,941
-625
-7% -$32.5K 0.07% 85
2016
Q3 		$468K Buy
9,566
+75
+0.8% +$3.85K 0.07% 84
2016
Q2 		$481K Sell
9,491
-150
-2% -$7.26K 0.08% 85
2016
Q1 		$450K Buy
9,641
+1,391
+17% +$60K 0.08% 100
2015
Q4 		$338K Buy
8,250
+400
+5% +$16.4K 0.06% 131
2015
Q3 		$305K Buy
7,850
+4,275
+120% +$163K 0.06% 121
2015
Q2 		$129K Buy
3,575
+1,650
+86% +$61.7K 0.02% 141
2015
Q1 		$72K Buy
1,925
+175
+10% +$6.89K 0.01% 151
2014
Q4 		$69K Sell
1,750
-1,000
-36% -$38.8K 0.01% 152
2014
Q3 		$97K Buy
2,750
+1,000
+57% +$37.3K 0.01% 161
2014
Q2 		$65K Hold
1,750
– – 0.01% 151
2014
Q1 		$63K Buy
1,750
+750
+75% +$26.9K 0.01% 145
2013
Q4 		$36K Hold
1,000
– – 0.01% 152
2013
Q3 		$31K Hold
1,000
– – 0.01% 153
2013
Q2 		$34K Buy
+1,000
New +$34.4K 0.01% 162

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
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 $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Davidson Investment Advisors's SYY Position: Q1 2020 in Review

Davidson Investment Advisors sold out of Sysco (SYY) in Q1 2020, closing a stake of 5,875 shares — an estimated $503K sold.

Davidson Investment Advisors first reported a position in SYY in Q2 2013 and held it in 27 quarters. The position peaked at $591K in Q2 2018. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

  • Davidson Investment Advisors reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
  • Davidson Investment Advisors sold 5,875 Sysco shares in Q1 2020, an estimated $503K.
  • Davidson Investment Advisors first reported a position in Sysco in Q2 2013 and held it in 27 quarters.
  • Davidson Investment Advisors's Sysco position peaked at $591K in Q2 2018.
  • 1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Davidson Investment Advisors's 13F filing for Q1 2020, filed 7 May 2020.