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Marino Stram & Associates’s Sysco SYY Stock Holding History

Marino Stram & Associates’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
Q3 		– Sell
-5,558
Closed -$432K – 270
2021
Q2 		$432K Buy
+5,558
New +$449K 0.11% 141
2019
Q2 		– Sell
-1,354
Closed -$90K – 497
2019
Q1 		$90K Buy
1,354
+356
+36% +$23.2K 0.06% 125
2018
Q4 		$63K Buy
998
+4
+0.4% +$270 0.06% 136
2018
Q3 		$73K Buy
994
+154
+18% +$11.1K 0.06% 146
2018
Q2 		$57K Buy
840
+5
+0.6% +$319 0.05% 154
2018
Q1 		$50K Buy
835
+5
+0.6% +$303 0.05% 165
2017
Q4 		$50K Buy
+830
New +$47K 0.05% 170

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

Marino Stram & Associates's SYY Position: Q3 2021 in Review

Marino Stram & Associates sold out of Sysco (SYY) in Q3 2021, closing a stake of 5,558 shares — an estimated $432K sold.

Marino Stram & Associates first reported a position in SYY in Q4 2017 and held it in 7 quarters. The position peaked at $432K in Q2 2021. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

  • Marino Stram & Associates reported no remaining Sysco position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 5,558 Sysco shares in Q3 2021, an estimated $432K.
  • Marino Stram & Associates first reported a position in Sysco in Q4 2017 and held it in 7 quarters.
  • Marino Stram & Associates's Sysco position peaked at $432K in Q2 2021.
  • 1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.