DFA
SYY icon

Delta Financial Advisors’s Sysco SYY Stock Holding History

Delta Financial 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
2021
Q1 		– Sell
-28,244
Closed -$2.1M – 111
2020
Q4 		$2.1M Sell
28,244
-572
-2% -$39.3K 1.05% 31
2020
Q3 		$1.79M Sell
28,816
-65
-0.2% -$3.78K 0.99% 35
2020
Q2 		$1.58M Sell
28,881
-870
-3% -$45.7K 0.93% 42
2020
Q1 		$1.36M Sell
29,751
-16,671
-36% -$1.15M 0.93% 44
2019
Q4 		$3.97M Sell
46,422
-1,393
-3% -$113K 1.55% 17
2019
Q3 		$3.8M Buy
47,815
+1,056
+2% +$77.5K 1.54% 13
2019
Q2 		$3.31M Buy
+46,759
New +$3.33M 1.37% 21

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Delta Financial Advisors's SYY Position: Q1 2021 in Review

Delta Financial Advisors sold out of Sysco (SYY) in Q1 2021, closing a stake of 28,244 shares — an estimated $2.1M sold.

Delta Financial Advisors first reported a position in SYY in Q2 2019 and held it in 7 quarters. The position peaked at $3.97M in Q4 2019. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

  • Delta Financial Advisors reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
  • Delta Financial Advisors sold 28,244 Sysco shares in Q1 2021, an estimated $2.1M.
  • Delta Financial Advisors first reported a position in Sysco in Q2 2019 and held it in 7 quarters.
  • Delta Financial Advisors's Sysco position peaked at $3.97M in Q4 2019.
  • 1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Delta Financial Advisors's 13F filing for Q1 2021, filed 29 Apr 2021.