JWM
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JGP Wealth Management’s Sysco SYY Stock Holding History

JGP Wealth Management’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
Q2 		– Sell
-59,695
Closed -$4.7M – 166
2021
Q1 		$4.7M Buy
59,695
+473
+0.8% +$36.7K 1.05% 36
2020
Q4 		$4.53M Buy
59,222
+1,741
+3% +$120K 1.05% 36
2020
Q3 		$3.81M Buy
57,481
+1,611
+3% +$93.7K 1.01% 38
2020
Q2 		$2.97M Buy
55,870
+4,782
+9% +$251K 0.87% 43
2020
Q1 		$2.41M Buy
51,088
+3,286
+7% +$227K 0.86% 44
2019
Q4 		$4.03M Buy
47,802
+2,784
+6% +$226K 1.19% 39
2019
Q3 		$3.54M Buy
45,018
+458
+1% +$33.6K 1.23% 38
2019
Q2 		$3.15M Buy
44,560
+364
+0.8% +$25.9K 1.12% 42
2019
Q1 		$2.95M Sell
44,196
-2,819
-6% -$183K 1.12% 43
2018
Q4 		$2.95M Buy
47,015
+1,130
+2% +$76.2K 1.22% 33
2018
Q3 		$3.36M Buy
45,885
+89
+0.2% +$6.41K 1.35% 29
2018
Q2 		$3.13M Buy
+45,796
New +$2.93M 1.3% 30

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JGP Wealth Management's SYY Position: Q2 2021 in Review

JGP Wealth Management sold out of Sysco (SYY) in Q2 2021, closing a stake of 59,695 shares — an estimated $4.7M sold.

JGP Wealth Management first reported a position in SYY in Q2 2018 and held it in 12 quarters. The position peaked at $4.7M in Q1 2021. 1,331 funds tracked by Wall St. Rank hold SYY as of Q2 2021.

  • JGP Wealth Management reported no remaining Sysco position as of Q2 2021 after selling out during the quarter.
  • JGP Wealth Management sold 59,695 Sysco shares in Q2 2021, an estimated $4.7M.
  • JGP Wealth Management first reported a position in Sysco in Q2 2018 and held it in 12 quarters.
  • JGP Wealth Management's Sysco position peaked at $4.7M in Q1 2021.
  • 1,331 funds tracked by Wall St. Rank held Sysco as of Q2 2021.

Based on JGP Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.