RCA
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Ranch Capital Advisors’s Sysco SYY Stock Holding History

Ranch Capital 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
Q4 		– Sell
-300
Closed -$24K – 528
2021
Q3 		$24K Buy
+300
New +$22.9K 0.02% 357
2021
Q2 		– Sell
-500
Closed -$40.4K – 464
2021
Q1 		$39K Hold
500
– – 0.03% 338
2020
Q4 		$37K Sell
500
-147
-23% -$10.1K 0.03% 337
2020
Q3 		$40K Hold
647
– – 0.03% 324
2020
Q2 		$38K Sell
647
-1,750
-73% -$92K 0.03% 350
2020
Q1 		$109K Sell
2,397
-91
-4% -$6.3K 0.11% 175
2019
Q4 		$213K Sell
2,488
-266
-10% -$21.5K 0.17% 131
2019
Q3 		$219K Buy
+2,754
New +$202K 0.23% 123

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
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
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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Ranch Capital Advisors's SYY Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Sysco (SYY) in Q4 2021, closing a stake of 300 shares — an estimated $24K sold.

Ranch Capital Advisors first reported a position in SYY in Q3 2019 and held it in 8 quarters. The position peaked at $219K in Q3 2019. 1,382 funds tracked by Wall St. Rank hold SYY as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Sysco position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 300 Sysco shares in Q4 2021, an estimated $24K.
  • Ranch Capital Advisors first reported a position in Sysco in Q3 2019 and held it in 8 quarters.
  • Ranch Capital Advisors's Sysco position peaked at $219K in Q3 2019.
  • 1,382 funds tracked by Wall St. Rank held Sysco as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.