IA
SYY icon

Icon Advisers’s Sysco SYY Stock Holding History

Icon Advisers’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
-4,200
Closed -$230K – 226
2020
Q2 		$230K Buy
+4,200
New +$221K 0.05% 227
2020
Q1 		– Sell
-2,800
Closed -$240K – 294
2019
Q4 		$240K Sell
2,800
-2,200
-44% -$178K 0.03% 268
2019
Q3 		$397K Hold
5,000
– – 0.06% 267
2019
Q2 		$354K Buy
5,000
+1,700
+52% +$121K 0.03% 285
2019
Q1 		$220K Buy
+3,300
New +$215K 0.02% 279
2017
Q4 		– Sell
-23,100
Closed -$1.25M – 406
2017
Q3 		$1.25M Hold
23,100
– – 0.09% 242
2017
Q2 		$1.16M Hold
23,100
– – 0.08% 262
2017
Q1 		$1.2M Buy
+23,100
New +$1.22M 0.08% 260

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Icon Advisers's SYY Position: Q3 2020 in Review

Icon Advisers sold out of Sysco (SYY) in Q3 2020, closing a stake of 4,200 shares — an estimated $230K sold.

Icon Advisers first reported a position in SYY in Q1 2017 and held it in 8 quarters. The position peaked at $1.25M in Q3 2017. 1,192 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

  • Icon Advisers reported no remaining Sysco position as of Q3 2020 after selling out during the quarter.
  • Icon Advisers sold 4,200 Sysco shares in Q3 2020, an estimated $230K.
  • Icon Advisers first reported a position in Sysco in Q1 2017 and held it in 8 quarters.
  • Icon Advisers's Sysco position peaked at $1.25M in Q3 2017.
  • 1,192 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Icon Advisers's 13F filing for Q3 2020, filed 5 Nov 2020.