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JOYN Advisors’s Sysco SYY Stock Holding History

JOYN Advisors’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
-3,489
Closed -$298K – 135
2019
Q4 		$298K Sell
3,489
-11
-0.3% -$891 0.06% 80
2019
Q3 		$278K Buy
3,500
+40
+1% +$2.94K 0.06% 79
2019
Q2 		$232K Sell
3,460
-258
-7% -$18.4K 0.05% 105
2019
Q1 		$248K Sell
3,718
-123
-3% -$8K 0.06% 86
2018
Q4 		$241K Sell
3,841
-1,864
-33% -$126K 0.05% 92
2018
Q3 		$418K Sell
5,705
-1,039
-15% -$74.9K 0.08% 66
2018
Q2 		$461K Sell
6,744
-5,254
-44% -$336K 0.1% 59
2018
Q1 		$719K Sell
11,998
-1,460
-11% -$88.4K 0.15% 43
2017
Q4 		$817K Buy
+13,458
New +$763K 0.17% 51

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

JOYN Advisors's SYY Position: Q1 2020 in Review

JOYN Advisors sold out of Sysco (SYY) in Q1 2020, closing a stake of 3,489 shares — an estimated $298K sold.

JOYN Advisors first reported a position in SYY in Q4 2017 and held it in 9 quarters. The position peaked at $817K in Q4 2017. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

  • JOYN Advisors reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
  • JOYN Advisors sold 3,489 Sysco shares in Q1 2020, an estimated $298K.
  • JOYN Advisors first reported a position in Sysco in Q4 2017 and held it in 9 quarters.
  • JOYN Advisors's Sysco position peaked at $817K in Q4 2017.
  • 1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.