KM
SYY icon

Kalos Management’s Sysco SYY Stock Holding History

Kalos 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
2020
Q4 		– Sell
-5,926
Closed -$426K – 261
2020
Q3 		$426K Sell
5,926
-2,197
-27% -$128K 0.19% 145
2020
Q2 		$493K Buy
8,123
+1
+0% +$53 0.21% 120
2020
Q1 		$418K Buy
8,122
+39
+0.5% +$2.7K 0.19% 125
2019
Q4 		$691K Buy
8,083
+163
+2% +$13.2K 0.25% 108
2019
Q3 		$628K Buy
+7,920
New +$581K 0.25% 110
2015
Q4 		– Hold
0
– – – 237

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kalos Management's SYY Position: Q4 2020 in Review

Kalos Management sold out of Sysco (SYY) in Q4 2020, closing a stake of 5,926 shares — an estimated $426K sold.

Kalos Management first reported a position in SYY in Q3 2019 and held it in 5 quarters. The position peaked at $691K in Q4 2019. 1,309 funds tracked by Wall St. Rank hold SYY as of Q4 2020.

  • Kalos Management reported no remaining Sysco position as of Q4 2020 after selling out during the quarter.
  • Kalos Management sold 5,926 Sysco shares in Q4 2020, an estimated $426K.
  • Kalos Management first reported a position in Sysco in Q3 2019 and held it in 5 quarters.
  • Kalos Management's Sysco position peaked at $691K in Q4 2019.
  • 1,309 funds tracked by Wall St. Rank held Sysco as of Q4 2020.

Based on Kalos Management's 13F filing for Q4 2020, filed 11 Feb 2021.