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Divergent Wealth Advisors’s Sysco SYY Stock Holding History

Divergent Wealth 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
2018
Q4 		– Sell
-1,435
Closed -$103K – 113
2018
Q3 		$103K Hold
1,435
– – 0.04% 46
2018
Q2 		$98K Hold
1,435
– – 0.04% 46
2018
Q1 		$86K Buy
+1,435
New +$86.9K 0.03% 49

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Divergent Wealth Advisors's SYY Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Sysco (SYY) in Q4 2018, closing a stake of 1,435 shares — an estimated $103K sold.

Divergent Wealth Advisors first reported a position in SYY in Q1 2018 and held it in 3 quarters. The position peaked at $103K in Q3 2018. 1,204 funds tracked by Wall St. Rank hold SYY as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Sysco position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 1,435 Sysco shares in Q4 2018, an estimated $103K.
  • Divergent Wealth Advisors first reported a position in Sysco in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Sysco position peaked at $103K in Q3 2018.
  • 1,204 funds tracked by Wall St. Rank held Sysco as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.