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Holistic Financial Partners’s Sysco SYY Stock Holding History

Holistic Financial Partners’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
-2,633
Closed -$225K – 106
2019
Q4 		$225K Buy
2,633
+48
+2% +$3.89K 0.13% 99
2019
Q3 		$206K Sell
2,585
-1,275
-33% -$93.6K 0.18% 75
2019
Q2 		$273K Buy
+3,860
New +$275K 0.27% 51
2018
Q2 		– Sell
-1,641
Closed -$98K – 322
2018
Q1 		$98K Sell
1,641
-18
-1% -$1.09K 0.08% 112
2017
Q4 		$101K Buy
+1,659
New +$94K 0.08% 114

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holistic Financial Partners's SYY Position: Q1 2020 in Review

Holistic Financial Partners sold out of Sysco (SYY) in Q1 2020, closing a stake of 2,633 shares — an estimated $225K sold.

Holistic Financial Partners first reported a position in SYY in Q4 2017 and held it in 5 quarters. The position peaked at $273K in Q2 2019. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

  • Holistic Financial Partners reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
  • Holistic Financial Partners sold 2,633 Sysco shares in Q1 2020, an estimated $225K.
  • Holistic Financial Partners first reported a position in Sysco in Q4 2017 and held it in 5 quarters.
  • Holistic Financial Partners's Sysco position peaked at $273K in Q2 2019.
  • 1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Holistic Financial Partners's 13F filing for Q1 2020, filed 5 May 2020.