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FormulaFolio Investments’s Sysco SYY Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-12,098
Closed -$898K – 776
2020
Q4 		$898K Sell
12,098
-7,527
-38% -$518K 0.02% 336
2020
Q3 		$1.22M Sell
19,625
-1,160
-6% -$67.5K 0.05% 132
2020
Q2 		$1.14M Buy
+20,785
New +$1.09M 0.05% 127
2019
Q4 		– Sell
-7,661
Closed -$608K – 387
2019
Q3 		$608K Buy
7,661
+4,484
+141% +$329K 0.02% 205
2019
Q2 		$225K Buy
3,177
+32
+1% +$2.28K 0.01% 296
2019
Q1 		$210K Sell
3,145
-115
-4% -$7.48K 0.01% 316
2018
Q4 		$239K Hold
3,260
– – 0.01% 292
2018
Q3 		$239K Buy
3,260
+19
+0.6% +$1.37K 0.01% 292
2018
Q2 		$221K Buy
+3,241
New +$207K 0.01% 282
2017
Q3 		– Sell
-5,428
Closed -$273K – 239
2017
Q2 		$273K Sell
5,428
-1,033
-16% -$55.2K 0.02% 181
2017
Q1 		$335K Buy
6,461
+1,510
+30% +$80K 0.04% 150
2016
Q4 		$274K Buy
+4,951
New +$257K 0.04% 159
2016
Q1 		– Sell
-6,195
Closed -$254K – 148
2015
Q4 		$254K Buy
6,195
+265
+4% +$10.9K 0.06% 93
2015
Q3 		$231K Buy
5,930
+200
+3% +$7.63K 0.07% 67
2015
Q2 		$207K Buy
+5,730
New +$214K 0.06% 110

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FormulaFolio Investments's SYY Position: Q1 2021 in Review

FormulaFolio Investments sold out of Sysco (SYY) in Q1 2021, closing a stake of 12,098 shares — an estimated $898K sold.

FormulaFolio Investments first reported a position in SYY in Q2 2015 and held it in 15 quarters. The position peaked at $1.22M in Q3 2020. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

  • FormulaFolio Investments reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 12,098 Sysco shares in Q1 2021, an estimated $898K.
  • FormulaFolio Investments first reported a position in Sysco in Q2 2015 and held it in 15 quarters.
  • FormulaFolio Investments's Sysco position peaked at $1.22M in Q3 2020.
  • 1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.