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Keystone Financial Planning’s Sysco SYY Stock Holding History

Keystone Financial Planning’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
-9,971
Closed -$740K – 45
2020
Q4 		$740K Sell
9,971
-298
-3% -$20.5K 0.31% 32
2020
Q3 		$639K Sell
10,269
-15,443
-60% -$899K 0.31% 33
2020
Q2 		$1.41M Sell
25,712
-106,333
-81% -$5.59M 0.69% 33
2020
Q1 		$6.03M Buy
+132,045
New +$9.14M 3.45% 12
2016
Q2 		– Sell
-18,480
Closed -$864K – 47
2016
Q1 		$864K Sell
18,480
-29,823
-62% -$1.29M 0.62% 35
2015
Q4 		$1.98M Sell
48,303
-45,335
-48% -$1.86M 1.5% 29
2015
Q3 		$3.65M Sell
93,638
-44,405
-32% -$1.69M 2.95% 21
2015
Q2 		$4.98M Buy
138,043
+1,176
+0.9% +$44K 3.81% 6
2015
Q1 		$5.16M Buy
136,867
+551
+0.4% +$21.7K 3.93% 5
2014
Q4 		$5.41M Buy
136,316
+1,548
+1% +$60K 3.99% 5
2014
Q3 		$5.11M Buy
134,768
+1,422
+1% +$53.1K 3.86% 7
2014
Q2 		$4.99M Buy
133,346
+14,985
+13% +$550K 3.76% 7
2014
Q1 		$4.28M Buy
118,361
+13,449
+13% +$483K 3.31% 14
2013
Q4 		$3.79M Buy
+104,912
New +$3.55M 3.03% 19

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

Keystone Financial Planning's SYY Position: Q1 2021 in Review

Keystone Financial Planning sold out of Sysco (SYY) in Q1 2021, closing a stake of 9,971 shares — an estimated $740K sold.

Keystone Financial Planning first reported a position in SYY in Q4 2013 and held it in 14 quarters. The position peaked at $6.03M in Q1 2020. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

  • Keystone Financial Planning reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
  • Keystone Financial Planning sold 9,971 Sysco shares in Q1 2021, an estimated $740K.
  • Keystone Financial Planning first reported a position in Sysco in Q4 2013 and held it in 14 quarters.
  • Keystone Financial Planning's Sysco position peaked at $6.03M in Q1 2020.
  • 1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Keystone Financial Planning's 13F filing for Q1 2021, filed 7 May 2021.