PRW Wealth Management’s Sysco SYY Stock Holding History

PRW 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
2019 Q2	–	Sell	-1,746	Closed	-$116K	–	592
2019 Q1	$116K	Hold	1,746	–	–	0.11%	71
2018 Q4	$110K	Buy	+1,746	New	+$118K	0.14%	83

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TFM

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

PRW Wealth Management's SYY Position: Q2 2019 in Review

PRW Wealth Management sold out of Sysco (SYY) in Q2 2019, closing a stake of 1,746 shares — an estimated $116K sold.

PRW Wealth Management first reported a position in SYY in Q4 2018 and held it in 2 quarters. The position peaked at $116K in Q1 2019. 1,207 funds tracked by Wall St. Rank hold SYY as of Q2 2019.

PRW Wealth Management reported no remaining Sysco position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 1,746 Sysco shares in Q2 2019, an estimated $116K.
PRW Wealth Management first reported a position in Sysco in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Sysco position peaked at $116K in Q1 2019.
1,207 funds tracked by Wall St. Rank held Sysco as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.