Halpern Financial’s Sysco SYY Stock Holding History

Halpern Financial’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 Q3	–	Sell	-64	Closed	-$4.98K	–	282
2021 Q2	$4.98K	Hold	64	–	–	﹤0.01%	181
2021 Q1	$5.04K	Buy	+64	New	+$4.96K	﹤0.01%	181

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Halpern Financial's SYY Position: Q3 2021 in Review

Halpern Financial sold out of Sysco (SYY) in Q3 2021, closing a stake of 64 shares — an estimated $4.98K sold.

Halpern Financial first reported a position in SYY in Q1 2021 and held it in 2 quarters. The position peaked at $5.04K in Q1 2021. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

Halpern Financial reported no remaining Sysco position as of Q3 2021 after selling out during the quarter.
Halpern Financial sold 64 Sysco shares in Q3 2021, an estimated $4.98K.
Halpern Financial first reported a position in Sysco in Q1 2021 and held it in 2 quarters.
Halpern Financial's Sysco position peaked at $5.04K in Q1 2021.
1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.