EPG Wealth Management’s Sysco SYY Stock Holding History

EPG 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	-1,145	Closed	-$52K	–	683
2020 Q1	$52K	Sell	1,145 -345	-23%	-$23.9K	0.04%	273
2019 Q4	$127K	Buy	+1,490	New	+$121K	0.09%	133

Other funds holding SYY

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

EPG Wealth Management sold out of Sysco (SYY) in Q2 2020, closing a stake of 1,145 shares — an estimated $52K sold.

EPG Wealth Management first reported a position in SYY in Q4 2019 and held it in 2 quarters. The position peaked at $127K in Q4 2019. 1,188 funds tracked by Wall St. Rank hold SYY as of Q2 2020.

EPG Wealth Management reported no remaining Sysco position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 1,145 Sysco shares in Q2 2020, an estimated $52K.
EPG Wealth Management first reported a position in Sysco in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's Sysco position peaked at $127K in Q4 2019.
1,188 funds tracked by Wall St. Rank held Sysco as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.