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Harvest Group Wealth Management’s Sysco SYY Stock Holding History

Harvest Group Wealth Management’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
-20
Closed – – 826
2020
Q1 		$0 Sell
20
-71
-78% -$4.91K ﹤0.01% 970
2019
Q4 		$7K Sell
91
-11
-11% -$891 0.01% 303
2019
Q3 		$8K Sell
102
-3
-3% -$220 0.01% 295
2019
Q2 		$7K Hold
105
– – 0.01% 295
2019
Q1 		$7K Buy
+105
New +$6.83K 0.01% 325

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's SYY Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Sysco (SYY) in Q2 2020, closing a stake of 20 shares.

Harvest Group Wealth Management first reported a position in SYY in Q1 2019 and held it in 5 quarters. The position peaked at $8K in Q3 2019. 1,188 funds tracked by Wall St. Rank hold SYY as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Sysco position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 20 Sysco shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in Sysco in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Sysco position peaked at $8K in Q3 2019.
  • 1,188 funds tracked by Wall St. Rank held Sysco as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.