Mid Atlantic Financial Management’s Sysco SYY Stock Holding History

Mid Atlantic Financial Management’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	$757K	Sell	9,645 -615	-6%	-$46.9K	0.05%	337
2021 Q2	$798K	Buy	10,260 +1,234	+14%	+$99.6K	0.05%	317
2021 Q1	$711K	Sell	9,026 -694	-7%	-$53.8K	0.05%	340
2020 Q4	$722K	Buy	9,720 +148	+2%	+$10.2K	0.06%	307
2020 Q3	$680K	Buy	9,572 +2,146	+29%	+$125K	0.06%	288
2020 Q2	$406K	Buy	7,426 +286	+4%	+$15K	0.04%	391
2020 Q1	$326K	Buy	7,140 +3,147	+79%	+$218K	0.04%	415
2019 Q4	$342K	Sell	3,993 -1,482	-27%	-$120K	0.03%	492
2019 Q3	$435K	Buy	5,475 +883	+19%	+$64.8K	0.05%	383
2019 Q2	$325K	Hold	4,592	–	–	0.03%	498
2019 Q1	$307K	Buy	4,592 +281	+7%	+$18.3K	0.03%	503
2018 Q4	$270K	Buy	+4,311	New	+$291K	0.03%	499

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mid Atlantic Financial Management's SYY Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Sysco (SYY) stake by 6% in Q3 2021, selling an estimated $46.9K and leaving 9,645 shares worth $757K. The position accounts for 0.05% of the portfolio, ranked #337.

Mid Atlantic Financial Management first reported a position in SYY in Q4 2018 and has held it in 12 quarters since. The position peaked at $798K in Q2 2021. 1,323 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

Mid Atlantic Financial Management held 9,645 shares of Sysco worth $757K as of Q3 2021.
Mid Atlantic Financial Management sold 615 Sysco shares in Q3 2021, an estimated $46.9K.
Sysco made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #337 holding.
Mid Atlantic Financial Management first reported a position in Sysco in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Sysco position peaked at $798K in Q2 2021.
1,323 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.