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Rainier Group Investment Advisory’s Sysco SYY Stock Holding History

Rainier Group Investment Advisory’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
Q3 		$202K Buy
+3,251
New +$189K 0.08% 69
2020
Q1 		– Sell
-2,647
Closed -$226K – 43
2019
Q4 		$226K Sell
2,647
-42
-2% -$3.4K 0.09% 42
2019
Q3 		$214K Buy
+2,689
New +$197K 0.1% 42
2019
Q1 		– Sell
-3,262
Closed -$204K – 41
2018
Q4 		$204K Buy
+3,262
New +$220K 0.1% 33

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rainier Group Investment Advisory's SYY Position: Q3 2020 in Review

Rainier Group Investment Advisory opened a new position in Sysco (SYY) in Q3 2020: 3,251 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #69 among its holdings. This is a return to the name: Rainier Group Investment Advisory previously reported a position in SYY as recently as Q4 2019.

Rainier Group Investment Advisory first reported a position in SYY in Q4 2018 and has held it in 4 quarters since. The position peaked at $226K in Q4 2019. 1,192 funds tracked by Wall St. Rank hold SYY as of Q3 2020.

  • Rainier Group Investment Advisory held 3,251 shares of Sysco worth $202K as of Q3 2020.
  • Sysco was a new Rainier Group Investment Advisory position in Q3 2020.
  • Sysco made up 0.08% of Rainier Group Investment Advisory's portfolio in Q3 2020, its #69 holding.
  • Rainier Group Investment Advisory first reported a position in Sysco in Q4 2018 and has held it in 4 quarters since.
  • Rainier Group Investment Advisory's Sysco position peaked at $226K in Q4 2019.
  • 1,192 funds tracked by Wall St. Rank held Sysco as of Q3 2020.

Based on Rainier Group Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.