Hobart Private Capital’s Sysco SYY Stock Holding History

Hobart Private 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 Q1	–	Sell	-5,282	Closed	-$452K	–	170
2019 Q4	$452K	Buy	5,282 +694	+15%	+$56.2K	0.28%	106
2019 Q3	$364K	Buy	4,588 +585	+15%	+$42.9K	0.25%	106
2019 Q2	$283K	Buy	4,003 +377	+10%	+$26.8K	0.2%	115
2019 Q1	$242K	Buy	3,626 +196	+6%	+$12.8K	0.18%	140
2018 Q4	$215K	Buy	3,430 +491	+17%	+$33.1K	0.18%	137
2018 Q3	$215K	Buy	+2,939	New	+$212K	0.17%	133

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hobart Private Capital's SYY Position: Q1 2020 in Review

Hobart Private Capital sold out of Sysco (SYY) in Q1 2020, closing a stake of 5,282 shares — an estimated $452K sold.

Hobart Private Capital first reported a position in SYY in Q3 2018 and held it in 6 quarters. The position peaked at $452K in Q4 2019. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

Hobart Private Capital reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
Hobart Private Capital sold 5,282 Sysco shares in Q1 2020, an estimated $452K.
Hobart Private Capital first reported a position in Sysco in Q3 2018 and held it in 6 quarters.
Hobart Private Capital's Sysco position peaked at $452K in Q4 2019.
1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Hobart Private Capital's 13F filing for Q1 2020, filed 11 Mar 2024.