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Financial Gravity Companies’s Sysco SYY Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$51K Buy
+800
New +$53.9K 0.05% 323
2018
Q1 		$55K Buy
869
+33
+4% +$2K 0.06% 286
2017
Q4 		$53K Buy
+836
New +$47.4K 0.06% 273

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Financial Gravity Companies's SYY Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Sysco (SYY) in Q4 2018: 800 shares worth $51K. The stake represents 0.05% of the portfolio and ranks #323 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SYY as recently as Q1 2018.

Financial Gravity Companies first reported a position in SYY in Q4 2017 and has held it in 3 quarters since. The position peaked at $55K in Q1 2018. 1,204 funds tracked by Wall St. Rank hold SYY as of Q4 2018.

  • Financial Gravity Companies held 800 shares of Sysco worth $51K as of Q4 2018.
  • Sysco was a new Financial Gravity Companies position in Q4 2018.
  • Sysco made up 0.05% of Financial Gravity Companies's portfolio in Q4 2018, its #323 holding.
  • Financial Gravity Companies first reported a position in Sysco in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Sysco position peaked at $55K in Q1 2018.
  • 1,204 funds tracked by Wall St. Rank held Sysco as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.