IR
SYY icon

Invictus RG’s Sysco SYY Stock Holding History

Invictus RG’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
2018
Q4 		– Sell
-5,320
Closed -$390K – 127
2018
Q3 		$390K Sell
5,320
-1,024
-16% -$73.8K 0.3% 86
2018
Q2 		$433K Buy
+6,344
New +$405K 0.36% 60
2017
Q3 		– Sell
-7,948
Closed -$400K – 698
2017
Q2 		$400K Buy
7,948
+7,368
+1,270% +$393K 0.29% 114
2017
Q1 		$30K Sell
580
-15,947
-96% -$845K 0.02% 576
2016
Q4 		$915K Buy
16,527
+12,880
+353% +$669K 0.61% 7
2016
Q3 		$179K Sell
3,647
-10,647
-74% -$547K 0.14% 278
2016
Q2 		$725K Buy
14,294
+10,142
+244% +$491K 0.77% 10
2016
Q1 		$194K Buy
+4,152
New +$179K 0.23% 148

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invictus RG's SYY Position: Q4 2018 in Review

Invictus RG sold out of Sysco (SYY) in Q4 2018, closing a stake of 5,320 shares — an estimated $390K sold.

Invictus RG first reported a position in SYY in Q1 2016 and held it in 8 quarters. The position peaked at $915K in Q4 2016. 1,204 funds tracked by Wall St. Rank hold SYY as of Q4 2018.

  • Invictus RG reported no remaining Sysco position as of Q4 2018 after selling out during the quarter.
  • Invictus RG sold 5,320 Sysco shares in Q4 2018, an estimated $390K.
  • Invictus RG first reported a position in Sysco in Q1 2016 and held it in 8 quarters.
  • Invictus RG's Sysco position peaked at $915K in Q4 2016.
  • 1,204 funds tracked by Wall St. Rank held Sysco as of Q4 2018.

Based on Invictus RG's 13F filing for Q4 2018, filed 13 Feb 2019.