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Kathmere Capital Management’s Sysco SYY Stock Holding History

Kathmere Capital 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
Q1 		– Sell
-2,234
Closed -$166K – 367
2020
Q4 		$166K Hold
2,234
– – 0.04% 137
2020
Q3 		$139K Buy
+2,234
New +$130K 0.03% 142

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
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

Kathmere Capital Management's SYY Position: Q1 2021 in Review

Kathmere Capital Management sold out of Sysco (SYY) in Q1 2021, closing a stake of 2,234 shares — an estimated $166K sold.

Kathmere Capital Management first reported a position in SYY in Q3 2020 and held it in 2 quarters. The position peaked at $166K in Q4 2020. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

  • Kathmere Capital Management reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
  • Kathmere Capital Management sold 2,234 Sysco shares in Q1 2021, an estimated $166K.
  • Kathmere Capital Management first reported a position in Sysco in Q3 2020 and held it in 2 quarters.
  • Kathmere Capital Management's Sysco position peaked at $166K in Q4 2020.
  • 1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Kathmere Capital Management's 13F filing for Q1 2021, filed 7 May 2021.