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Investment Research & Advisory Group’s Sysco SYY Stock Holding History

Investment Research & Advisory Group’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
-60
Closed -$5K – 175
2021
Q2 		$5K Buy
+60
New +$4.84K ﹤0.01% 158

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Investment Research & Advisory Group's SYY Position: Q3 2021 in Review

Investment Research & Advisory Group sold out of Sysco (SYY) in Q3 2021, closing a stake of 60 shares — an estimated $5K sold.

Investment Research & Advisory Group first reported a position in SYY in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

  • Investment Research & Advisory Group reported no remaining Sysco position as of Q3 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 60 Sysco shares in Q3 2021, an estimated $5K.
  • Investment Research & Advisory Group first reported a position in Sysco in Q2 2021 and held it in 1 quarter.
  • Investment Research & Advisory Group's Sysco position peaked at $5K in Q2 2021.
  • 1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Investment Research & Advisory Group's 13F filing for Q3 2021, filed 7 Oct 2021.