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Omnia Family Wealth’s Sysco SYY Stock Holding History

Omnia 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
-54
Closed -$4K – 468
2019
Q1 		$4K Buy
54
+19
+54% +$1.24K ﹤0.01% 357
2018
Q4 		$2K Sell
35
-166
-83% -$11.2K ﹤0.01% 446
2018
Q3 		$15K Buy
201
+166
+474% +$12K 0.01% 224
2018
Q2 		$2K Hold
35
– – ﹤0.01% 464
2018
Q1 		$2K Hold
35
– – ﹤0.01% 482
2017
Q4 		$2K Hold
35
– – ﹤0.01% 494
2017
Q3 		$2K Sell
35
-70
-67% -$3.64K ﹤0.01% 508
2017
Q2 		$5K Hold
105
– – ﹤0.01% 419
2017
Q1 		$5K Hold
105
– – ﹤0.01% 402
2016
Q4 		$6K Buy
+105
New +$5.45K ﹤0.01% 351

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Omnia Family Wealth sold out of Sysco (SYY) in Q2 2019, closing a stake of 54 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in SYY in Q4 2016 and held it in 10 quarters. The position peaked at $15K in Q3 2018. 1,207 funds tracked by Wall St. Rank hold SYY as of Q2 2019.

  • Omnia Family Wealth reported no remaining Sysco position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 54 Sysco shares in Q2 2019, an estimated $4K.
  • Omnia Family Wealth first reported a position in Sysco in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Sysco position peaked at $15K in Q3 2018.
  • 1,207 funds tracked by Wall St. Rank held Sysco as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.