Edge Wealth Management’s Sysco SYY Stock Holding History

Edge 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 Q1	–	Sell	-1,000	Closed	-$74K	–	451
2020 Q4	$74K	Sell	1,000 -2,000	-67%	-$138K	0.02%	157
2020 Q3	$187K	Buy	+3,000	New	+$175K	0.04%	114

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Edge Wealth Management's SYY Position: Q1 2021 in Review

Edge Wealth Management sold out of Sysco (SYY) in Q1 2021, closing a stake of 1,000 shares — an estimated $74K sold.

Edge Wealth Management first reported a position in SYY in Q3 2020 and held it in 2 quarters. The position peaked at $187K in Q3 2020. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

Edge Wealth Management reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
Edge Wealth Management sold 1,000 Sysco shares in Q1 2021, an estimated $74K.
Edge Wealth Management first reported a position in Sysco in Q3 2020 and held it in 2 quarters.
Edge Wealth Management's Sysco position peaked at $187K in Q3 2020.
1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Edge Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.