KA
SYY icon

Kovack Advisors’s Sysco SYY Stock Holding History

Kovack 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
2021
Q4 		– Sell
-3,150
Closed -$247K – 764
2021
Q3 		$247K Sell
3,150
-3,550
-53% -$271K 0.03% 595
2021
Q2 		$521K Buy
6,700
+221
+3% +$17.8K 0.06% 344
2021
Q1 		$510K Sell
6,479
-395
-6% -$30.6K 0.07% 308
2020
Q4 		$510K Sell
6,874
-334
-5% -$23K 0.07% 276
2020
Q3 		$449K Buy
7,208
+657
+10% +$38.2K 0.08% 247
2020
Q2 		$358K Buy
6,551
+496
+8% +$26.1K 0.07% 282
2020
Q1 		$276K Sell
6,055
-3,186
-34% -$220K 0.06% 311
2019
Q4 		$790K Buy
9,241
+953
+11% +$77.2K 0.14% 171
2019
Q3 		$658K Buy
8,288
+519
+7% +$38.1K 0.14% 180
2019
Q2 		$549K Buy
7,769
+2,546
+49% +$181K 0.13% 198
2019
Q1 		$349K Buy
5,223
+95
+2% +$6.18K 0.09% 259
2018
Q4 		$321K Buy
5,128
+269
+6% +$18.1K 0.09% 242
2018
Q3 		$356K Buy
4,859
+1,000
+26% +$72K 0.09% 263
2018
Q2 		$264K Buy
+3,859
New +$246K 0.07% 302

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Kovack Advisors's SYY Position: Q4 2021 in Review

Kovack Advisors sold out of Sysco (SYY) in Q4 2021, closing a stake of 3,150 shares — an estimated $247K sold.

Kovack Advisors first reported a position in SYY in Q2 2018 and held it in 14 quarters. The position peaked at $790K in Q4 2019. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

  • Kovack Advisors reported no remaining Sysco position as of Q4 2021 after selling out during the quarter.
  • Kovack Advisors sold 3,150 Sysco shares in Q4 2021, an estimated $247K.
  • Kovack Advisors first reported a position in Sysco in Q2 2018 and held it in 14 quarters.
  • Kovack Advisors's Sysco position peaked at $790K in Q4 2019.
  • 1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on Kovack Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.