MPS Loria Financial Planners’s Sysco SYY Stock Holding History

MPS Loria Financial Planners’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	-44	Closed	-$3K	–	505
2021 Q1	$3K	Hold	44	–	–	﹤0.01%	408
2020 Q4	$3K	Buy	+44	New	+$3.02K	﹤0.01%	429

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

TFM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's SYY Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Sysco (SYY) in Q2 2021, closing a stake of 44 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in SYY in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 1,331 funds tracked by Wall St. Rank hold SYY as of Q2 2021.

MPS Loria Financial Planners reported no remaining Sysco position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 44 Sysco shares in Q2 2021, an estimated $3K.
MPS Loria Financial Planners first reported a position in Sysco in Q4 2020 and held it in 2 quarters.
MPS Loria Financial Planners's Sysco position peaked at $3K in Q1 2021.
1,331 funds tracked by Wall St. Rank held Sysco as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.