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Lucia Wealth Services’s Sysco SYY Stock Holding History

Lucia Wealth Services’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
Q1 		– Sell
-12,971
Closed -$813K – 202
2018
Q4 		$813K Sell
12,971
-5,756
-31% -$388K 0.38% 61
2018
Q3 		$1.37M Sell
18,727
-4,232
-18% -$305K 0.43% 59
2018
Q2 		$1.57M Sell
22,959
-24,337
-51% -$1.55M 0.69% 37
2018
Q1 		$2.84M Buy
47,296
+14,181
+43% +$859K 0.92% 40
2017
Q4 		$2.01M Buy
+33,115
New +$1.88M 0.89% 27

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lucia Wealth Services's SYY Position: Q1 2019 in Review

Lucia Wealth Services sold out of Sysco (SYY) in Q1 2019, closing a stake of 12,971 shares — an estimated $813K sold.

Lucia Wealth Services first reported a position in SYY in Q4 2017 and held it in 5 quarters. The position peaked at $2.84M in Q1 2018. 1,224 funds tracked by Wall St. Rank hold SYY as of Q1 2019.

  • Lucia Wealth Services reported no remaining Sysco position as of Q1 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 12,971 Sysco shares in Q1 2019, an estimated $813K.
  • Lucia Wealth Services first reported a position in Sysco in Q4 2017 and held it in 5 quarters.
  • Lucia Wealth Services's Sysco position peaked at $2.84M in Q1 2018.
  • 1,224 funds tracked by Wall St. Rank held Sysco as of Q1 2019.

Based on Lucia Wealth Services's 13F filing for Q1 2019, filed 15 May 2019.