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LeJeune Puetz Investment Counsel’s Sysco SYY Stock Holding History

LeJeune Puetz Investment Counsel’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
-3,500
Closed -$260K – 186
2020
Q4 		$260K Hold
3,500
– – 0.11% 132
2020
Q3 		$218K Buy
+3,500
New +$204K 0.11% 132

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

LeJeune Puetz Investment Counsel's SYY Position: Q1 2021 in Review

LeJeune Puetz Investment Counsel sold out of Sysco (SYY) in Q1 2021, closing a stake of 3,500 shares — an estimated $260K sold.

LeJeune Puetz Investment Counsel first reported a position in SYY in Q3 2020 and held it in 2 quarters. The position peaked at $260K in Q4 2020. 1,344 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

  • LeJeune Puetz Investment Counsel reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
  • LeJeune Puetz Investment Counsel sold 3,500 Sysco shares in Q1 2021, an estimated $260K.
  • LeJeune Puetz Investment Counsel first reported a position in Sysco in Q3 2020 and held it in 2 quarters.
  • LeJeune Puetz Investment Counsel's Sysco position peaked at $260K in Q4 2020.
  • 1,344 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2021, filed 26 Apr 2021.