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Optimal Asset Management’s Sysco SYY Stock Holding History

Optimal Asset 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
2021
Q3 		$983K Buy
12,523
+13
+0.1% +$992 0.12% 236
2021
Q2 		$973K Hold
12,510
– – 0.12% 247
2021
Q1 		$985K Sell
12,510
-27,699
-69% -$2.15M 0.13% 235
2020
Q4 		$2.99M Sell
40,209
-34
-0.1% -$2.34K 0.42% 68
2020
Q3 		$2.5M Sell
40,243
-2,706
-6% -$157K 0.36% 84
2020
Q2 		$2.35M Sell
42,949
-61,481
-59% -$3.23M 0.38% 86
2020
Q1 		$4.76K Buy
104,430
+57,865
+124% +$4M 0.45% 61
2019
Q4 		$3.98M Buy
+46,565
New +$3.77M 0.6% 33

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Optimal Asset Management's SYY Position: Q3 2021 in Review

Optimal Asset Management increased its Sysco (SYY) stake by 0.1% in Q3 2021, buying an estimated $992 and bringing the position to 12,523 shares worth $983K. The position accounts for 0.12% of the portfolio, ranked #236.

Optimal Asset Management first reported a position in SYY in Q4 2019 and has held it in 8 quarters since. The position peaked at $3.98M in Q4 2019. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

  • Optimal Asset Management held 12,523 shares of Sysco worth $983K as of Q3 2021.
  • Optimal Asset Management bought 13 Sysco shares in Q3 2021, an estimated $992.
  • Sysco made up 0.12% of Optimal Asset Management's portfolio in Q3 2021, its #236 holding.
  • Optimal Asset Management first reported a position in Sysco in Q4 2019 and has held it in 8 quarters since.
  • Optimal Asset Management's Sysco position peaked at $3.98M in Q4 2019.
  • 1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.