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Evolution Wealth Advisors’s Sysco SYY Stock Holding History

Evolution Wealth 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
Q4 		– Sell
-195
Closed -$15K – 567
2021
Q3 		$15K Hold
195
– – ﹤0.01% 357
2021
Q2 		$15K Buy
195
+46
+31% +$3.71K ﹤0.01% 351
2021
Q1 		$12K Buy
149
+27
+22% +$2.09K ﹤0.01% 388
2020
Q4 		$9K Sell
122
-18,683
-99% -$1.28M ﹤0.01% 367
2020
Q3 		$1.17M Buy
18,805
+192
+1% +$11.2K 0.32% 45
2020
Q2 		$1.02M Buy
+18,613
New +$979K 0.33% 44
2020
Q1 		– Sell
-78
Closed -$7K – 615
2019
Q4 		$7K Buy
78
+23
+42% +$1.86K ﹤0.01% 359
2019
Q3 		$4K Sell
55
-44
-44% -$3.23K ﹤0.01% 328
2019
Q2 		$7K Buy
+99
New +$7.05K ﹤0.01% 220

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Evolution Wealth Advisors's SYY Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Sysco (SYY) in Q4 2021, closing a stake of 195 shares — an estimated $15K sold.

Evolution Wealth Advisors first reported a position in SYY in Q2 2019 and held it in 9 quarters. The position peaked at $1.17M in Q3 2020. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Sysco position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 195 Sysco shares in Q4 2021, an estimated $15K.
  • Evolution Wealth Advisors first reported a position in Sysco in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Sysco position peaked at $1.17M in Q3 2020.
  • 1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.