OIWM
SYY icon

OptiFour Integrated Wealth Management’s Sysco SYY Stock Holding History

OptiFour Integrated Wealth 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
2019
Q4 		$306K Hold
3,573
– – 0.21% 54
2019
Q3 		$284K Hold
3,573
– – 0.2% 55
2019
Q2 		$253K Buy
+3,573
New +$254K 0.18% 68

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OptiFour Integrated Wealth Management's SYY Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Sysco (SYY) position steady in Q4 2019 at 3,573 shares worth $306K. The position accounts for 0.21% of the portfolio, ranked #54.

OptiFour Integrated Wealth Management first reported a position in SYY in Q2 2019 and has held it in 3 quarters since. 1,334 funds tracked by Wall St. Rank hold SYY as of Q4 2019.

  • OptiFour Integrated Wealth Management held 3,573 shares of Sysco worth $306K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its Sysco share count unchanged in Q4 2019.
  • Sysco made up 0.21% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #54 holding.
  • OptiFour Integrated Wealth Management first reported a position in Sysco in Q2 2019 and has held it in 3 quarters since.
  • 1,334 funds tracked by Wall St. Rank held Sysco as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.