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Lighthouse Financial Advisors’s Sysco SYY Stock Holding History

Lighthouse 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
2021
Q1 		– Sell
-33,677
Closed -$2.5M – 120
2020
Q4 		$2.5M Buy
33,677
+503
+2% +$34.6K 0.85% 42
2020
Q3 		$2.06M Buy
33,174
+1,208
+4% +$70.3K 0.79% 44
2020
Q2 		$1.73M Buy
31,966
+1,872
+6% +$98.4K 0.73% 46
2020
Q1 		$1.36M Buy
30,094
+4,269
+17% +$295K 0.83% 43
2019
Q4 		$2.21M Buy
+25,825
New +$2.09M 1.04% 22

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 $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
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

Lighthouse Financial Advisors's SYY Position: Q1 2021 in Review

Lighthouse Financial Advisors sold out of Sysco (SYY) in Q1 2021, closing a stake of 33,677 shares — an estimated $2.5M sold.

Lighthouse Financial Advisors first reported a position in SYY in Q4 2019 and held it in 5 quarters. The position peaked at $2.5M in Q4 2020. 1,343 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

  • Lighthouse Financial Advisors reported no remaining Sysco position as of Q1 2021 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 33,677 Sysco shares in Q1 2021, an estimated $2.5M.
  • Lighthouse Financial Advisors first reported a position in Sysco in Q4 2019 and held it in 5 quarters.
  • Lighthouse Financial Advisors's Sysco position peaked at $2.5M in Q4 2020.
  • 1,343 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.