Gratus Capital’s Sysco SYY Stock Holding History

Gratus Capital’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	–	Sell	-4,386	Closed	-$240K	–	182
2020 Q2	$240K	Sell	4,386 -545	-11%	-$28.7K	0.04%	149
2020 Q1	$225K	Sell	4,931 -9,627	-66%	-$666K	0.04%	154
2019 Q4	$1.25M	Sell	14,558 -1,540	-10%	-$125K	0.19%	103
2019 Q3	$1.28M	Sell	16,098 -695	-4%	-$51K	0.21%	101
2019 Q2	$1.19M	Sell	16,793 -828	-5%	-$58.9K	0.19%	104
2019 Q1	$1.18M	Sell	17,621 -976	-5%	-$63.5K	0.2%	104
2018 Q4	$1.17M	Sell	18,597 -6,207	-25%	-$418K	0.24%	100
2018 Q3	$1.82M	Sell	24,804 -1,665	-6%	-$120K	0.25%	83
2018 Q2	$1.81M	Sell	26,469 -5,196	-16%	-$332K	0.27%	79
2018 Q1	$1.9M	Sell	31,665 -2,660	-8%	-$161K	0.27%	82
2017 Q4	$2.08M	Sell	34,325 -467	-1%	-$26.5K	0.27%	82
2017 Q3	$1.88M	Sell	34,792 -378	-1%	-$19.7K	0.26%	83
2017 Q2	$1.77M	Buy	+35,170	New	+$1.88M	0.25%	82

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

Gratus Capital's SYY Position: Q3 2020 in Review

Gratus Capital sold out of Sysco (SYY) in Q3 2020, closing a stake of 4,386 shares — an estimated $240K sold.

Gratus Capital first reported a position in SYY in Q2 2017 and held it in 13 quarters. The position peaked at $2.08M in Q4 2017. 1,192 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

Gratus Capital reported no remaining Sysco position as of Q3 2020 after selling out during the quarter.
Gratus Capital sold 4,386 Sysco shares in Q3 2020, an estimated $240K.
Gratus Capital first reported a position in Sysco in Q2 2017 and held it in 13 quarters.
Gratus Capital's Sysco position peaked at $2.08M in Q4 2017.
1,192 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Gratus Capital's 13F filing for Q3 2020, filed 30 Oct 2020.