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Meridian Wealth Partners’s Sysco SYY Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-216
Closed -$17K – 1115
2021
Q1 		$17K Buy
+216
New +$16.7K 0.01% 317
2020
Q4 		– Sell
-320
Closed -$20K – 238
2020
Q3 		$20K Buy
+320
New +$18.6K 0.01% 212
2020
Q1 		– Sell
-239
Closed -$20K – 217
2019
Q4 		$20K Buy
+239
New +$19.4K 0.01% 210

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meridian Wealth Partners's SYY Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Sysco (SYY) in Q2 2021, closing a stake of 216 shares — an estimated $17K sold.

Meridian Wealth Partners first reported a position in SYY in Q4 2019 and held it in 3 quarters. The position peaked at $20K in Q3 2020. 1,331 funds tracked by Wall St. Rank hold SYY as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Sysco position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 216 Sysco shares in Q2 2021, an estimated $17K.
  • Meridian Wealth Partners first reported a position in Sysco in Q4 2019 and held it in 3 quarters.
  • Meridian Wealth Partners's Sysco position peaked at $20K in Q3 2020.
  • 1,331 funds tracked by Wall St. Rank held Sysco as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.