EWM
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Executive Wealth Management’s Sysco SYY Stock Holding History

Executive 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
2019
Q3 		– Sell
-855
Closed -$60K – 710
2019
Q2 		$60K Buy
855
+5
+0.6% +$356 0.01% 271
2019
Q1 		$57K Buy
+850
New +$55.3K 0.01% 247

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Executive Wealth Management's SYY Position: Q3 2019 in Review

Executive Wealth Management sold out of Sysco (SYY) in Q3 2019, closing a stake of 855 shares — an estimated $60K sold.

Executive Wealth Management first reported a position in SYY in Q1 2019 and held it in 2 quarters. The position peaked at $60K in Q2 2019. 1,227 funds tracked by Wall St. Rank hold SYY as of Q3 2019.

  • Executive Wealth Management reported no remaining Sysco position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 855 Sysco shares in Q3 2019, an estimated $60K.
  • Executive Wealth Management first reported a position in Sysco in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's Sysco position peaked at $60K in Q2 2019.
  • 1,227 funds tracked by Wall St. Rank held Sysco as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.