Pinnacle Family Advisors’s Sysco SYY Stock Holding History

Pinnacle Family Advisors’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	-3,163	Closed	-$246K	–	156
2021 Q2	$246K	Buy	+3,163	New	+$255K	0.11%	115

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

TFM

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

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

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

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

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

Pinnacle Family Advisors's SYY Position: Q3 2021 in Review

Pinnacle Family Advisors sold out of Sysco (SYY) in Q3 2021, closing a stake of 3,163 shares — an estimated $246K sold.

Pinnacle Family Advisors first reported a position in SYY in Q2 2021 and held it in 1 quarter. The position peaked at $246K in Q2 2021. 1,322 funds tracked by Wall St. Rank hold SYY as of Q3 2021.

Pinnacle Family Advisors reported no remaining Sysco position as of Q3 2021 after selling out during the quarter.
Pinnacle Family Advisors sold 3,163 Sysco shares in Q3 2021, an estimated $246K.
Pinnacle Family Advisors first reported a position in Sysco in Q2 2021 and held it in 1 quarter.
Pinnacle Family Advisors's Sysco position peaked at $246K in Q2 2021.
1,322 funds tracked by Wall St. Rank held Sysco as of Q3 2021.

Based on Pinnacle Family Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.