Edmonds Duncan Registered Investment Advisors’s Sysco SYY Stock Holding History

Edmonds Duncan Registered 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
2021 Q1	–	Sell	-4,994	Closed	-$374K	–	132
2020 Q4	$374K	Hold	4,994	–	–	0.12%	89
2020 Q3	$311K	Hold	4,994	–	–	0.13%	87
2020 Q2	$273K	Buy	4,994 +207	+4%	+$10.9K	0.12%	92
2020 Q1	$218K	Sell	4,787 -1,095	-19%	-$75.8K	0.11%	95
2019 Q4	$503K	Sell	5,882 -311	-5%	-$25.2K	0.2%	72
2019 Q3	$492K	Sell	6,193 -140	-2%	-$10.3K	0.21%	69
2019 Q2	$448K	Sell	6,333 -214	-3%	-$15.2K	0.18%	71
2019 Q1	$437K	Hold	6,547	–	–	0.18%	75
2018 Q4	$410K	Hold	6,547	–	–	0.19%	69
2018 Q3	$480K	Sell	6,547 -510	-7%	-$36.7K	0.2%	69
2018 Q2	$482K	Hold	7,057	–	–	0.21%	69
2018 Q1	$423K	Hold	7,057	–	–	0.19%	75
2017 Q4	$428K	Hold	7,057	–	–	0.19%	74
2017 Q3	$381K	Hold	7,057	–	–	0.18%	78
2017 Q2	$355K	Hold	7,057	–	–	0.2%	70
2017 Q1	$376K	Hold	7,057	–	–	0.2%	69
2016 Q4	$391K	Sell	7,057 -30	-0.4%	-$1.56K	0.23%	67
2016 Q3	$342K	Sell	7,087 -100	-1%	-$5.14K	0.21%	79
2016 Q2	$377K	Hold	7,187	–	–	0.23%	73
2016 Q1	$336K	Sell	7,187 -271	-4%	-$11.7K	0.22%	73
2015 Q4	$306K	Buy	+7,458	New	+$306K	0.21%	77

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

Edmonds Duncan Registered Investment Advisors's SYY Position: Q1 2021 in Review

Edmonds Duncan Registered Investment Advisors sold out of Sysco (SYY) in Q1 2021, closing a stake of 4,994 shares — an estimated $374K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in SYY in Q4 2015 and held it in 21 quarters. The position peaked at $503K in Q4 2019. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

Edmonds Duncan Registered Investment Advisors reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 4,994 Sysco shares in Q1 2021, an estimated $374K.
Edmonds Duncan Registered Investment Advisors first reported a position in Sysco in Q4 2015 and held it in 21 quarters.
Edmonds Duncan Registered Investment Advisors's Sysco position peaked at $503K in Q4 2019.
1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2021, filed 6 May 2021.