Mosaic Family Wealth’s Sysco SYY Stock Holding History

Mosaic Family Wealth’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 Q2	–	Sell	-350	Closed	-$23K	–	553
2019 Q1	$23K	Hold	350	–	–	0.01%	421
2018 Q4	$22K	Hold	350	–	–	0.01%	419
2018 Q3	$23K	Hold	350	–	–	0.01%	424
2018 Q2	$24K	Hold	350	–	–	0.01%	441
2018 Q1	$21K	Hold	350	–	–	0.01%	426
2017 Q4	$21K	Hold	350	–	–	0.01%	444
2017 Q3	$19K	Hold	350	–	–	0.01%	484
2017 Q2	$18K	Hold	350	–	–	0.01%	449
2017 Q1	$18K	Hold	350	–	–	0.01%	453
2016 Q4	$19K	Hold	350	–	–	0.01%	439
2016 Q3	$17K	Hold	350	–	–	0.01%	462
2016 Q2	$18K	Hold	350	–	–	0.01%	460
2016 Q1	$16K	Hold	350	–	–	0.01%	472
2015 Q4	$14K	Buy	+350	New	+$14.4K	0.01%	491

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mosaic Family Wealth's SYY Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Sysco (SYY) in Q2 2019, closing a stake of 350 shares — an estimated $23K sold.

Mosaic Family Wealth first reported a position in SYY in Q4 2015 and held it in 14 quarters. The position peaked at $24K in Q2 2018. 1,207 funds tracked by Wall St. Rank hold SYY as of Q2 2019.

Mosaic Family Wealth reported no remaining Sysco position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 350 Sysco shares in Q2 2019, an estimated $23K.
Mosaic Family Wealth first reported a position in Sysco in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Sysco position peaked at $24K in Q2 2018.
1,207 funds tracked by Wall St. Rank held Sysco as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.