Elm Advisors’s Sysco SYY Stock Holding History

Elm 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	-200	Closed	-$15K	–	230
2020 Q4	$15K	Buy	+200	New	+$13.8K	0.01%	223
2018 Q4	–	Sell	-800	Closed	-$59K	–	238
2018 Q3	$59K	Buy	+800	New	+$57.6K	0.04%	153

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

Elm Advisors's SYY Position: Q1 2021 in Review

Elm Advisors sold out of Sysco (SYY) in Q1 2021, closing a stake of 200 shares — an estimated $15K sold.

Elm Advisors first reported a position in SYY in Q3 2018 and held it in 2 quarters. The position peaked at $59K in Q3 2018. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

Elm Advisors reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 200 Sysco shares in Q1 2021, an estimated $15K.
Elm Advisors first reported a position in Sysco in Q3 2018 and held it in 2 quarters.
Elm Advisors's Sysco position peaked at $59K in Q3 2018.
1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.