First Allied Advisory Services’s Sysco SYY Stock Holding History

First Allied Advisory Services’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	$820K	Sell	13,177 -2,121	-14%	-$123K	0.03%	539
2020 Q2	$836K	Buy	15,298 +1,346	+10%	+$70.8K	0.03%	494
2020 Q1	$637K	Sell	13,952 -834	-6%	-$57.7K	0.03%	515
2019 Q4	$1.27M	Sell	14,786 -4,347	-23%	-$352K	0.04%	406
2019 Q3	$1.53M	Sell	19,133 -315	-2%	-$23.1K	0.05%	362
2019 Q2	$1.38M	Sell	19,448 -731	-4%	-$52K	0.05%	389
2019 Q1	$1.35M	Sell	20,179 -416	-2%	-$27.1K	0.05%	389
2018 Q4	$1.29M	Sell	20,595 -1,026	-5%	-$69.2K	0.05%	355
2018 Q3	$1.59M	Sell	21,621 -732	-3%	-$52.7K	0.05%	344
2018 Q2	$1.52M	Sell	22,353 -899	-4%	-$57.4K	0.06%	336
2018 Q1	$1.4M	Sell	23,252 -1,415	-6%	-$85.7K	0.05%	362
2017 Q4	$1.5M	Sell	24,667 -114	-0.5%	-$6.46K	0.06%	340
2017 Q3	$1.34M	Sell	24,781 -7,283	-23%	-$379K	0.06%	342
2017 Q2	$1.61M	Sell	32,064 -585	-2%	-$31.2K	0.07%	298
2017 Q1	$1.7M	Sell	32,649 -583	-2%	-$30.9K	0.09%	242
2016 Q4	$1.84M	Buy	33,232 +6,780	+26%	+$352K	0.09%	239
2016 Q3	$1.3M	Sell	26,452 -5,922	-18%	-$304K	0.07%	300
2016 Q2	$1.64M	Buy	32,374 +7,603	+31%	+$368K	0.09%	248
2016 Q1	$1.15M	Sell	24,771 -545	-2%	-$23.5K	0.06%	309
2015 Q4	$1.04M	Sell	25,316 -1,680	-6%	-$68.9K	0.05%	360
2015 Q3	$1.05M	Sell	26,996 -28,863	-52%	-$1.1M	0.06%	335
2015 Q2	$2.02M	Buy	55,859 +492	+0.9%	+$18.4K	0.09%	259
2015 Q1	$2.09M	Buy	55,367 +1,169	+2%	+$46.1K	0.14%	187
2014 Q4	$2.15M	Buy	54,198 +3,317	+7%	+$129K	0.16%	163
2014 Q3	$1.93M	Buy	50,881 +10,318	+25%	+$385K	0.15%	160
2014 Q2	$1.52M	Buy	40,563 +2,136	+6%	+$78.4K	0.11%	213
2014 Q1	$1.39M	Buy	38,427 +7,513	+24%	+$270K	0.1%	229
2013 Q4	$1.11M	Buy	30,914 +3,429	+12%	+$116K	0.09%	263
2013 Q3	$871K	Buy	27,485 +3,649	+15%	+$122K	0.05%	345
2013 Q2	$812K	Buy	+23,836	New	+$821K	0.06%	314

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

First Allied Advisory Services's SYY Position: Q3 2020 in Review

First Allied Advisory Services reduced its Sysco (SYY) stake by 14% in Q3 2020, selling an estimated $123K and leaving 13,177 shares worth $820K. The position accounts for 0.03% of the portfolio, ranked #539.

First Allied Advisory Services first reported a position in SYY in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.15M in Q4 2014. 1,192 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

First Allied Advisory Services held 13,177 shares of Sysco worth $820K as of Q3 2020.
First Allied Advisory Services sold 2,121 Sysco shares in Q3 2020, an estimated $123K.
Sysco made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #539 holding.
First Allied Advisory Services first reported a position in Sysco in Q2 2013 and has held it in 30 quarters since.
First Allied Advisory Services's Sysco position peaked at $2.15M in Q4 2014.
1,192 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.