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Garrett Wealth Advisory Group’s Sysco SYY Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-465
Closed -$36.9K – 571
2019
Q3 		$36.9K Buy
+465
New +$34.1K 0.03% 151

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Garrett Wealth Advisory Group's SYY Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Sysco (SYY) in Q4 2019, closing a stake of 465 shares — an estimated $36.9K sold.

Garrett Wealth Advisory Group first reported a position in SYY in Q3 2019 and held it in 1 quarter. The position peaked at $36.9K in Q3 2019. 1,333 funds tracked by Wall St. Rank hold SYY as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Sysco position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 465 Sysco shares in Q4 2019, an estimated $36.9K.
  • Garrett Wealth Advisory Group first reported a position in Sysco in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Sysco position peaked at $36.9K in Q3 2019.
  • 1,333 funds tracked by Wall St. Rank held Sysco as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.