PFG Private Wealth Management’s Sysco SYY Stock Holding History

PFG Private 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
2021 Q4	–	Sell	-21	Closed	-$2K	–	335
2021 Q3	$2K	Buy	+21	New	+$1.6K	﹤0.01%	278

Other funds holding SYY

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

PFG Private Wealth Management's SYY Position: Q4 2021 in Review

PFG Private Wealth Management sold out of Sysco (SYY) in Q4 2021, closing a stake of 21 shares — an estimated $2K sold.

PFG Private Wealth Management first reported a position in SYY in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

PFG Private Wealth Management reported no remaining Sysco position as of Q4 2021 after selling out during the quarter.
PFG Private Wealth Management sold 21 Sysco shares in Q4 2021, an estimated $2K.
PFG Private Wealth Management first reported a position in Sysco in Q3 2021 and held it in 1 quarter.
PFG Private Wealth Management's Sysco position peaked at $2K in Q3 2021.
1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on PFG Private Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.