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Doyle Wealth Management’s Sysco SYY Stock Holding History

Doyle Wealth Management’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
Q4 		– Sell
-3,007
Closed -$236K – 238
2021
Q3 		$236K Buy
+3,007
New +$229K 0.02% 203
2021
Q2 		– Sell
-2,687
Closed -$212K – 221
2021
Q1 		$212K Buy
+2,687
New +$208K 0.02% 205
2020
Q4 		– Sell
-3,254
Closed -$202K – 215
2020
Q3 		$202K Buy
+3,254
New +$189K 0.02% 182
2020
Q1 		– Sell
-3,253
Closed -$278K – 208
2019
Q4 		$278K Sell
3,253
-142
-4% -$11.5K 0.03% 169
2019
Q3 		$270K Buy
3,395
+330
+11% +$24.2K 0.04% 167
2019
Q2 		$217K Sell
3,065
-100
-3% -$7.12K 0.03% 181
2019
Q1 		$234K Buy
3,165
+19
+0.6% +$1.24K 0.03% 174
2018
Q4 		$197K Sell
3,146
-855
-21% -$57.6K 0.03% 180
2018
Q3 		$293K Sell
4,001
-892
-18% -$64.3K 0.05% 151
2018
Q2 		$334K Buy
4,893
+490
+11% +$31.3K 0.06% 136
2018
Q1 		$264K Sell
4,403
-50
-1% -$3.03K 0.04% 140
2017
Q4 		$270K Buy
4,453
+1
+0% +$57 0.05% 140
2017
Q3 		$240K Buy
4,452
+1
+0% +$52 0.04% 136
2017
Q2 		$224K Sell
4,451
-410
-8% -$21.9K 0.04% 130
2017
Q1 		$252K Buy
+4,861
New +$258K 0.05% 118

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Doyle Wealth Management's SYY Position: Q4 2021 in Review

Doyle Wealth Management sold out of Sysco (SYY) in Q4 2021, closing a stake of 3,007 shares — an estimated $236K sold.

Doyle Wealth Management first reported a position in SYY in Q1 2017 and held it in 15 quarters. The position peaked at $334K in Q2 2018. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

  • Doyle Wealth Management reported no remaining Sysco position as of Q4 2021 after selling out during the quarter.
  • Doyle Wealth Management sold 3,007 Sysco shares in Q4 2021, an estimated $236K.
  • Doyle Wealth Management first reported a position in Sysco in Q1 2017 and held it in 15 quarters.
  • Doyle Wealth Management's Sysco position peaked at $334K in Q2 2018.
  • 1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on Doyle Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.