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
2020 Q4	–	Sell	-1	Closed	-$1K	–	657
2020 Q3	$1K	Hold	1	–	–	﹤0.01%	523
2020 Q2	$1K	Buy	+1	New	+$53	﹤0.01%	496

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.