FANJ
SYY icon

Financial Architects (New Jersey)’s Sysco SYY Stock Holding History

Financial Architects (New Jersey)’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
-200
Closed -$11K – 709
2020
Q2 		$11K Sell
200
-400
-67% -$21K ﹤0.01% 638
2020
Q1 		$27K Buy
600
+100
+20% +$6.92K 0.01% 466
2019
Q4 		$43K Sell
500
-1,700
-77% -$138K 0.01% 453
2019
Q3 		$175K Sell
2,200
-53
-2% -$3.89K 0.04% 244
2019
Q2 		$159K Sell
2,253
-119
-5% -$8.47K 0.03% 295
2019
Q1 		$158K Buy
2,372
+37
+2% +$2.41K 0.03% 354
2018
Q4 		$146K Buy
2,335
+54
+2% +$3.64K 0.03% 324
2018
Q3 		$167K Sell
2,281
-65
-3% -$4.68K 0.03% 347
2018
Q2 		$160K Sell
2,346
-24
-1% -$1.53K 0.03% 310
2018
Q1 		$142K Hold
2,370
– – 0.03% 370
2017
Q4 		$144K Hold
2,370
– – 0.02% 406
2017
Q3 		$128K Buy
2,370
+170
+8% +$8.85K 0.02% 443
2017
Q2 		$111K Hold
2,200
– – 0.02% 466
2017
Q1 		$114K Hold
2,200
– – 0.02% 433
2016
Q4 		$122K Sell
2,200
-51
-2% -$2.65K 0.03% 350
2016
Q3 		$110K Hold
2,251
– – 0.03% 374
2016
Q2 		$114K Hold
2,251
– – 0.03% 340
2016
Q1 		$105K Buy
+2,251
New +$97.1K 0.04% 268
2015
Q3 		– Sell
-3,247
Closed -$117K – 825
2015
Q2 		$117K Buy
3,247
+1,575
+94% +$58.9K 0.04% 275
2015
Q1 		$63K Buy
1,672
+21
+1% +$827 0.02% 365
2014
Q4 		$66K Buy
1,651
+245
+17% +$9.5K 0.03% 312
2014
Q3 		$53K Buy
1,406
+770
+121% +$28.7K 0.03% 303
2014
Q2 		$24K Buy
+636
New +$23.4K 0.01% 466
2013
Q4 		– Sell
-584
Closed -$19K – 518
2013
Q3 		$19K Buy
584
+84
+17% +$2.82K 0.01% 406
2013
Q2 		$17K Buy
+500
New +$17.2K 0.01% 392

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Architects (New Jersey)'s SYY Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Sysco (SYY) in Q3 2020, closing a stake of 200 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in SYY in Q2 2013 and held it in 25 quarters. The position peaked at $175K in Q3 2019. 1,192 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Sysco position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 200 Sysco shares in Q3 2020, an estimated $11K.
  • Financial Architects (New Jersey) first reported a position in Sysco in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s Sysco position peaked at $175K in Q3 2019.
  • 1,192 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.