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Legacy Financial Advisors’s Sysco SYY Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-507
Closed -$34K – 804
2019
Q1 		$34K Hold
507
– – 0.01% 349
2018
Q4 		$32K Buy
507
+25
+5% +$1.69K 0.01% 321
2018
Q3 		$35K Sell
482
-312
-39% -$22.5K 0.01% 291
2018
Q2 		$56K Hold
794
– – 0.02% 233
2018
Q1 		$48K Hold
794
– – 0.02% 250
2017
Q4 		$48K Buy
+794
New +$45K 0.02% 250

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Legacy Financial Advisors's SYY Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Sysco (SYY) in Q2 2019, closing a stake of 507 shares — an estimated $34K sold.

Legacy Financial Advisors first reported a position in SYY in Q4 2017 and held it in 6 quarters. The position peaked at $56K in Q2 2018. 1,207 funds tracked by Wall St. Rank hold SYY as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Sysco position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 507 Sysco shares in Q2 2019, an estimated $34K.
  • Legacy Financial Advisors first reported a position in Sysco in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Sysco position peaked at $56K in Q2 2018.
  • 1,207 funds tracked by Wall St. Rank held Sysco as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.