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Point View Wealth Management’s Sysco SYY Stock Holding History

Point View 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
2020
Q4 		$230K Buy
+3,102
New +$213K 0.09% 235
2020
Q1 		– Sell
-3,202
Closed -$274K – 278
2019
Q4 		$274K Sell
3,202
-63
-2% -$5.1K 0.11% 216
2019
Q3 		$259K Sell
3,265
-332
-9% -$24.4K 0.12% 218
2019
Q2 		$254K Sell
3,597
-344
-9% -$24.5K 0.11% 218
2019
Q1 		$263K Sell
3,941
-142
-3% -$9.24K 0.12% 206
2018
Q4 		$256K Hold
4,083
– – 0.13% 198
2018
Q3 		$299K Sell
4,083
-86
-2% -$6.2K 0.13% 197
2018
Q2 		$285K Sell
4,169
-100
-2% -$6.39K 0.13% 197
2018
Q1 		$256K Sell
4,269
-35
-0.8% -$2.12K 0.12% 201
2017
Q4 		$261K Hold
4,304
– – 0.12% 197
2017
Q3 		$233K Sell
4,304
-793
-16% -$41.3K 0.11% 210
2017
Q2 		$257K Hold
5,097
– – 0.13% 195
2017
Q1 		$265K Buy
5,097
+540
+12% +$28.6K 0.14% 192
2016
Q4 		$252K Sell
4,557
-154
-3% -$8K 0.15% 180
2016
Q3 		$231K Hold
4,711
– – 0.14% 189
2016
Q2 		$239K Sell
4,711
-255
-5% -$12.3K 0.14% 191
2016
Q1 		$232K Buy
4,966
+9
+0.2% +$388 0.15% 183
2015
Q4 		$203K Buy
+4,957
New +$203K 0.15% 185

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Point View Wealth Management's SYY Position: Q4 2020 in Review

Point View Wealth Management opened a new position in Sysco (SYY) in Q4 2020: 3,102 shares worth $230K. The stake represents 0.09% of the portfolio and ranks #235 among its holdings. This is a return to the name: Point View Wealth Management previously reported a position in SYY as recently as Q4 2019.

Point View Wealth Management first reported a position in SYY in Q4 2015 and has held it in 18 quarters since. The position peaked at $299K in Q3 2018. 1,309 funds tracked by Wall St. Rank hold SYY as of Q4 2020.

  • Point View Wealth Management held 3,102 shares of Sysco worth $230K as of Q4 2020.
  • Sysco was a new Point View Wealth Management position in Q4 2020.
  • Sysco made up 0.09% of Point View Wealth Management's portfolio in Q4 2020, its #235 holding.
  • Point View Wealth Management first reported a position in Sysco in Q4 2015 and has held it in 18 quarters since.
  • Point View Wealth Management's Sysco position peaked at $299K in Q3 2018.
  • 1,309 funds tracked by Wall St. Rank held Sysco as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.