EWM
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Elmwood Wealth Management’s Sysco SYY Stock Holding History

Elmwood 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
2020
Q2 		– Sell
-42
Closed -$2.52K – 337
2020
Q1 		$2.52K Buy
+42
New +$2.91K ﹤0.01% 249
2018
Q2 		– Sell
-42
Closed -$2.52K – 300
2018
Q1 		$2.52K Buy
+42
New +$2.54K ﹤0.01% 249

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elmwood Wealth Management's SYY Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Sysco (SYY) in Q2 2020, closing a stake of 42 shares — an estimated $2.52K sold.

Elmwood Wealth Management first reported a position in SYY in Q1 2018 and held it in 2 quarters. The position peaked at $2.52K in Q1 2020. 1,188 funds tracked by Wall St. Rank hold SYY as of Q2 2020.

  • Elmwood Wealth Management reported no remaining Sysco position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 42 Sysco shares in Q2 2020, an estimated $2.52K.
  • Elmwood Wealth Management first reported a position in Sysco in Q1 2018 and held it in 2 quarters.
  • Elmwood Wealth Management's Sysco position peaked at $2.52K in Q1 2020.
  • 1,188 funds tracked by Wall St. Rank held Sysco as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.