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Personal Wealth Partners’s Sysco SYY Stock Holding History

Personal Wealth Partners’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 		– Sell
-22
Closed -$2K – 355
2021
Q2 		$2K Buy
+22
New +$1.78K ﹤0.01% 395
2020
Q1 		– Sell
-26
Closed -$2K – 538
2019
Q4 		$2K Hold
26
– – ﹤0.01% 365
2019
Q3 		$2K Buy
+26
New +$1.91K ﹤0.01% 373

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

Personal Wealth Partners's SYY Position: Q3 2021 in Review

Personal Wealth Partners sold out of Sysco (SYY) in Q3 2021, closing a stake of 22 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in SYY in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

  • Personal Wealth Partners reported no remaining Sysco position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 22 Sysco shares in Q3 2021, an estimated $2K.
  • Personal Wealth Partners first reported a position in Sysco in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Sysco position peaked at $2K in Q2 2021.
  • 1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.