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LifePlan Financial Group’s Sysco SYY Stock Holding History

LifePlan Financial Group’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
Q3 		$3K Hold
50
– – ﹤0.01% 516
2020
Q2 		$3K Hold
50
– – ﹤0.01% 519
2020
Q1 		$2K Hold
50
– – ﹤0.01% 511
2019
Q4 		$4K Hold
50
– – ﹤0.01% 485
2019
Q3 		$4K Hold
50
– – ﹤0.01% 482
2019
Q2 		$4K Hold
50
– – ﹤0.01% 479
2019
Q1 		$3K Hold
50
– – ﹤0.01% 501
2018
Q4 		$3K Hold
50
– – ﹤0.01% 484
2018
Q3 		$4K Hold
50
– – ﹤0.01% 465
2018
Q2 		$3K Buy
+50
New +$3.19K ﹤0.01% 473

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LifePlan Financial Group's SYY Position: Q3 2020 in Review

LifePlan Financial Group held its Sysco (SYY) position steady in Q3 2020 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

LifePlan Financial Group first reported a position in SYY in Q2 2018 and has held it in 10 quarters since. The position peaked at $4K in Q4 2019. 1,192 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

  • LifePlan Financial Group held 50 shares of Sysco worth $3K as of Q3 2020.
  • LifePlan Financial Group left its Sysco share count unchanged in Q3 2020.
  • Sysco made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #516 holding.
  • LifePlan Financial Group first reported a position in Sysco in Q2 2018 and has held it in 10 quarters since.
  • LifePlan Financial Group's Sysco position peaked at $4K in Q4 2019.
  • 1,192 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.