Peak Asset Management’s Sysco SYY Stock Holding History

Peak 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
2020 Q1	–	Sell	-2,975	Closed	-$254K	–	135
2019 Q4	$254K	Hold	2,975	–	–	0.08%	110
2019 Q3	$236K	Hold	2,975	–	–	0.08%	109
2019 Q2	$210K	Buy	+2,975	New	+$212K	0.07%	120
2018 Q4	–	Sell	-3,470	Closed	-$254K	–	136
2018 Q3	$254K	Sell	3,470 -83	-2%	-$5.98K	0.09%	112
2018 Q2	$243K	Hold	3,553	–	–	0.09%	114
2018 Q1	$213K	Hold	3,553	–	–	0.08%	120
2017 Q4	$216K	Sell	3,553 -565	-14%	-$32K	0.08%	117
2017 Q3	$222K	Hold	4,118	–	–	0.08%	132
2017 Q2	$207K	Hold	4,118	–	–	0.08%	135
2017 Q1	$214K	Hold	4,118	–	–	0.08%	140
2016 Q4	$228K	Hold	4,118	–	–	0.09%	132
2016 Q3	$202K	Hold	4,118	–	–	0.08%	134
2016 Q2	$209K	Buy	+4,118	New	+$199K	0.09%	124

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Peak Asset Management's SYY Position: Q1 2020 in Review

Peak Asset Management sold out of Sysco (SYY) in Q1 2020, closing a stake of 2,975 shares — an estimated $254K sold.

Peak Asset Management first reported a position in SYY in Q2 2016 and held it in 13 quarters. The position peaked at $254K in Q4 2019. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

Peak Asset Management reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
Peak Asset Management sold 2,975 Sysco shares in Q1 2020, an estimated $254K.
Peak Asset Management first reported a position in Sysco in Q2 2016 and held it in 13 quarters.
Peak Asset Management's Sysco position peaked at $254K in Q4 2019.
1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Peak Asset Management's 13F filing for Q1 2020, filed 13 May 2020.