NFG
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NewFocus Financial Group’s Sysco SYY Stock Holding History

NewFocus Financial Group’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
2020
Q4 		$574K Sell
7,724
-410
-5% -$28.2K 0.17% 85
2020
Q3 		$506K Sell
8,134
-41,206
-84% -$2.4M 0.17% 82
2020
Q2 		$2.7M Buy
49,340
+1,444
+3% +$75.9K 0.97% 30
2020
Q1 		$2.19M Buy
47,896
+1,567
+3% +$108K 1.01% 33
2019
Q4 		$3.96M Buy
46,329
+433
+0.9% +$35.1K 1.55% 20
2019
Q3 		$3.64M Buy
45,896
+4,100
+10% +$301K 1.6% 18
2019
Q2 		$2.96M Buy
41,796
+753
+2% +$53.6K 1.37% 22
2019
Q1 		$2.74M Buy
41,043
+417
+1% +$27.1K 1.37% 23
2018
Q4 		$2.55M Sell
40,626
-1,525
-4% -$103K 1.5% 21
2018
Q3 		$3.09M Buy
42,151
+318
+0.8% +$22.9K 1.67% 21
2018
Q2 		$2.86M Buy
41,833
+132
+0.3% +$8.43K 1.72% 21
2018
Q1 		$2.5M Buy
41,701
+653
+2% +$39.5K 1.57% 22
2017
Q4 		$2.49M Buy
41,048
+227
+0.6% +$12.9K 1.52% 28
2017
Q3 		$2.2M Buy
40,821
+1,187
+3% +$61.8K 1.43% 29
2017
Q2 		$2M Sell
39,634
-34
-0.1% -$1.81K 1.13% 30
2017
Q1 		$2.06M Buy
39,668
+258
+0.7% +$13.7K 1.27% 27
2016
Q4 		$2.18M Sell
39,410
-336
-0.8% -$17.5K 1.47% 27
2016
Q3 		$1.95M Buy
39,746
+18
+0% +$924 1.41% 27
2016
Q2 		$2.02M Buy
39,728
+8,411
+27% +$407K 1.49% 27
2016
Q1 		$3.26M Buy
31,317
+474
+2% +$20.5K 2.39% 16
2015
Q4 		$2.9M Buy
30,843
+491
+2% +$20.1K 2.02% 19
2015
Q3 		$2.94M Sell
30,352
-44,609
-60% -$1.7M 2.26% 19
2015
Q2 		$2.71M Sell
74,961
-4,476
-6% -$167K 1.74% 25
2015
Q1 		$3M Sell
79,437
-3,379
-4% -$133K 1.87% 24
2014
Q4 		$3.29M Sell
82,816
-385
-0.5% -$14.9K 2.27% 19
2014
Q3 		$3.14M Sell
83,201
-7,399
-8% -$276K 2.53% 17
2014
Q2 		$3.39M Buy
90,600
+213
+0.2% +$7.82K 2.68% 16
2014
Q1 		$3.27M Buy
90,387
+191
+0.2% +$6.86K 2.7% 21
2013
Q4 		$3.26M Buy
+90,196
New +$3.05M 2.75% 21

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NewFocus Financial Group's SYY Position: Q4 2020 in Review

NewFocus Financial Group reduced its Sysco (SYY) stake by 5% in Q4 2020, selling an estimated $28.2K and leaving 7,724 shares worth $574K. The position accounts for 0.17% of the portfolio, ranked #85.

NewFocus Financial Group first reported a position in SYY in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.96M in Q4 2019. 1,310 funds tracked by Wall St. Rank hold SYY as of Q4 2020.

  • NewFocus Financial Group held 7,724 shares of Sysco worth $574K as of Q4 2020.
  • NewFocus Financial Group sold 410 Sysco shares in Q4 2020, an estimated $28.2K.
  • Sysco made up 0.17% of NewFocus Financial Group's portfolio in Q4 2020, its #85 holding.
  • NewFocus Financial Group first reported a position in Sysco in Q4 2013 and has held it in 29 quarters since.
  • NewFocus Financial Group's Sysco position peaked at $3.96M in Q4 2019.
  • 1,310 funds tracked by Wall St. Rank held Sysco as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.