FFSOTS
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Fiduciary Financial Services of The Southwest’s Sysco SYY Stock Holding History

Fiduciary Financial Services of The Southwest’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
Q4 		$1.09M Sell
12,718
-400
-3% -$32.4K 0.28% 84
2019
Q3 		$1.04M Sell
13,118
-244
-2% -$17.9K 0.28% 83
2019
Q2 		$945K Buy
13,362
+135
+1% +$9.61K 0.27% 90
2019
Q1 		$883K Sell
13,227
-480
-4% -$31.2K 0.26% 93
2018
Q4 		$859K Hold
13,707
– – 0.27% 85
2018
Q3 		$1M Hold
13,707
– – 0.28% 85
2018
Q2 		$936K Sell
13,707
-545
-4% -$34.8K 0.28% 86
2018
Q1 		$855K Sell
14,252
-305
-2% -$18.5K 0.26% 96
2017
Q4 		$884K Sell
14,557
-623
-4% -$35.3K 0.26% 94
2017
Q3 		$819K Sell
15,180
-750
-5% -$39K 0.25% 98
2017
Q2 		$802K Buy
15,930
+448
+3% +$23.9K 0.25% 99
2017
Q1 		$804K Sell
15,482
-1,515
-9% -$80.3K 0.26% 98
2016
Q4 		$941K Sell
16,997
-1,505
-8% -$78.2K 0.31% 87
2016
Q3 		$907K Buy
18,502
+772
+4% +$39.6K 0.29% 94
2016
Q2 		$900K Buy
17,730
+1,561
+10% +$75.5K 0.29% 88
2016
Q1 		$756K Buy
16,169
+2,845
+21% +$123K 0.27% 93
2015
Q4 		$546K Buy
13,324
+1,698
+15% +$69.6K 0.19% 105
2015
Q3 		$453K Buy
11,626
+95
+0.8% +$3.63K 0.16% 115
2015
Q2 		$416K Buy
11,531
+5,229
+83% +$196K 0.13% 126
2015
Q1 		$238K Buy
+6,302
New +$248K 0.07% 151

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's SYY Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Sysco (SYY) stake by 3% in Q4 2019, selling an estimated $32.4K and leaving 12,718 shares worth $1.09M. The position accounts for 0.28% of the portfolio, ranked #84.

Fiduciary Financial Services of The Southwest first reported a position in SYY in Q1 2015 and has held it in 20 quarters since. 1,334 funds tracked by Wall St. Rank hold SYY as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 12,718 shares of Sysco worth $1.09M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 400 Sysco shares in Q4 2019, an estimated $32.4K.
  • Sysco made up 0.28% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #84 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Sysco in Q1 2015 and has held it in 20 quarters since.
  • 1,334 funds tracked by Wall St. Rank held Sysco as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.