FL
SYY icon

Fort LP’s Sysco SYY Stock Holding History

Fort LP’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
Q4 		– Sell
-5,884
Closed -$366K – 302
2020
Q3 		$366K Sell
5,884
-4,258
-42% -$248K 0.15% 248
2020
Q2 		$554K Sell
10,142
-23,339
-70% -$1.23M 0.3% 164
2020
Q1 		$1.53M Sell
33,481
-1,201
-3% -$83.1K 0.34% 153
2019
Q4 		$2.97M Sell
34,682
-1,732
-5% -$140K 0.52% 43
2019
Q3 		$2.89M Buy
36,414
+1,379
+4% +$101K 0.54% 43
2019
Q2 		$2.48M Buy
35,035
+1,024
+3% +$72.9K 0.48% 97
2019
Q1 		$2.27M Buy
34,011
+9,968
+41% +$648K 0.46% 92
2018
Q4 		$1.51M Buy
24,043
+9,115
+61% +$615K 0.35% 97
2018
Q3 		$1.09M Buy
14,928
+13,122
+727% +$945K 0.24% 46
2018
Q2 		$123K Buy
+1,806
New +$115K 0.03% 73

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Fort LP's SYY Position: Q4 2020 in Review

Fort LP sold out of Sysco (SYY) in Q4 2020, closing a stake of 5,884 shares — an estimated $366K sold.

Fort LP first reported a position in SYY in Q2 2018 and held it in 10 quarters. The position peaked at $2.97M in Q4 2019. 1,309 funds tracked by Wall St. Rank hold SYY as of Q4 2020.

  • Fort LP reported no remaining Sysco position as of Q4 2020 after selling out during the quarter.
  • Fort LP sold 5,884 Sysco shares in Q4 2020, an estimated $366K.
  • Fort LP first reported a position in Sysco in Q2 2018 and held it in 10 quarters.
  • Fort LP's Sysco position peaked at $2.97M in Q4 2019.
  • 1,309 funds tracked by Wall St. Rank held Sysco as of Q4 2020.

Based on Fort LP's 13F filing for Q4 2020, filed 12 Feb 2021.