Fortis Advisors’s Sysco SYY Stock Holding History

Fortis Advisors’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 Q2	–	Sell	-151	Closed	-$7K	–	311
2020 Q1	$7K	Hold	151	–	–	﹤0.01%	277
2019 Q4	$13K	Hold	151	–	–	0.01%	261
2019 Q3	$12K	Buy	+151	New	+$11.1K	0.01%	265

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortis Advisors's SYY Position: Q2 2020 in Review

Fortis Advisors sold out of Sysco (SYY) in Q2 2020, closing a stake of 151 shares — an estimated $7K sold.

Fortis Advisors first reported a position in SYY in Q3 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 1,188 funds tracked by Wall St. Rank hold SYY as of Q2 2020.

Fortis Advisors reported no remaining Sysco position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 151 Sysco shares in Q2 2020, an estimated $7K.
Fortis Advisors first reported a position in Sysco in Q3 2019 and held it in 3 quarters.
Fortis Advisors's Sysco position peaked at $13K in Q4 2019.
1,188 funds tracked by Wall St. Rank held Sysco as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.