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Lenox Wealth Management’s Sysco SYY Stock Holding History

Lenox Wealth Management’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
Q2 		– Sell
-80
Closed -$3K – 798
2020
Q1 		$3K Hold
80
– – ﹤0.01% 566
2019
Q4 		$7K Hold
80
– – ﹤0.01% 493
2019
Q3 		$6K Hold
80
– – ﹤0.01% 518
2019
Q2 		$5K Sell
80
-400
-83% -$28.5K ﹤0.01% 517
2019
Q1 		$32K Buy
480
+298
+164% +$19.4K 0.01% 279
2018
Q4 		$5K Buy
182
+69
+61% +$4.65K ﹤0.01% 471
2018
Q3 		$20K Buy
113
+33
+41% +$2.38K 0.01% 327
2018
Q2 		$5K Buy
+80
New +$5.11K ﹤0.01% 436

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Management's SYY Position: Q2 2020 in Review

Lenox Wealth Management sold out of Sysco (SYY) in Q2 2020, closing a stake of 80 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in SYY in Q2 2018 and held it in 8 quarters. The position peaked at $32K in Q1 2019. 1,188 funds tracked by Wall St. Rank hold SYY as of Q2 2020.

  • Lenox Wealth Management reported no remaining Sysco position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 80 Sysco shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Management first reported a position in Sysco in Q2 2018 and held it in 8 quarters.
  • Lenox Wealth Management's Sysco position peaked at $32K in Q1 2019.
  • 1,188 funds tracked by Wall St. Rank held Sysco as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.