Exencial Wealth Advisors’s Sysco SYY Stock Holding History

Exencial 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
2020 Q3	–	Sell	-3,740	Closed	-$204K	–	367
2020 Q2	$204K	Buy	+3,740	New	+$197K	0.02%	311

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Exencial Wealth Advisors's SYY Position: Q3 2020 in Review

Exencial Wealth Advisors sold out of Sysco (SYY) in Q3 2020, closing a stake of 3,740 shares — an estimated $204K sold.

Exencial Wealth Advisors first reported a position in SYY in Q2 2020 and held it in 1 quarter. The position peaked at $204K in Q2 2020. 1,192 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

Exencial Wealth Advisors reported no remaining Sysco position as of Q3 2020 after selling out during the quarter.
Exencial Wealth Advisors sold 3,740 Sysco shares in Q3 2020, an estimated $204K.
Exencial Wealth Advisors first reported a position in Sysco in Q2 2020 and held it in 1 quarter.
Exencial Wealth Advisors's Sysco position peaked at $204K in Q2 2020.
1,192 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Exencial Wealth Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.