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Rational Advisors’s Sysco SYY Stock Holding History

Rational 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
2020
Q4 		– Sell
-75
Closed -$5K – 551
2020
Q3 		$5K Sell
75
-547
-88% -$31.8K ﹤0.01% 387
2020
Q2 		$34K Buy
+622
New +$32.7K 0.02% 217
2020
Q1 		– Sell
-102
Closed -$9K – 473
2019
Q4 		$9K Sell
102
-4,529
-98% -$367K ﹤0.01% 458
2019
Q3 		$368K Buy
4,631
+2,540
+121% +$186K 0.14% 171
2019
Q2 		$148K Buy
2,091
+373
+22% +$26.5K 0.05% 256
2019
Q1 		$115K Sell
1,718
-584
-25% -$38K 0.03% 250
2018
Q4 		$144K Buy
2,302
+1,029
+81% +$69.4K 0.05% 208
2018
Q3 		$93K Buy
1,273
+1,160
+1,027% +$83.6K 0.02% 243
2018
Q2 		$8K Sell
113
-43,464
-100% -$2.78M ﹤0.01% 371
2018
Q1 		$2.61M Buy
43,577
+29,077
+201% +$1.76M 1.23% 8
2017
Q4 		$881K Hold
14,500
– – 0.46% 83
2017
Q3 		$782K Hold
14,500
– – 0.42% 76
2017
Q2 		$730K Sell
14,500
-9,200
-39% -$491K 0.45% 82
2017
Q1 		$1.23M Sell
23,700
-1,300
-5% -$68.9K 0.81% 40
2016
Q4 		$1.38M Sell
25,000
-24,638
-50% -$1.28M 1.32% 20
2016
Q3 		$2.43M Buy
49,638
+8,888
+22% +$456K 1.6% 2
2016
Q2 		$2.07M Buy
+40,750
New +$1.97M 1.43% 18
2015
Q2 		– Sell
-51,000
Closed -$1.92M – 505
2015
Q1 		$1.92M Buy
+51,000
New +$2.01M 0.47% 74
2013
Q4 		$4.25M Buy
+117,650
New +$3.98M 0.36% 80

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

Rational Advisors's SYY Position: Q4 2020 in Review

Rational Advisors sold out of Sysco (SYY) in Q4 2020, closing a stake of 75 shares — an estimated $5K sold.

Rational Advisors first reported a position in SYY in Q4 2013 and held it in 19 quarters. The position peaked at $4.25M in Q4 2013. 1,310 funds tracked by Wall St. Rank hold SYY as of Q4 2020.

  • Rational Advisors reported no remaining Sysco position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 75 Sysco shares in Q4 2020, an estimated $5K.
  • Rational Advisors first reported a position in Sysco in Q4 2013 and held it in 19 quarters.
  • Rational Advisors's Sysco position peaked at $4.25M in Q4 2013.
  • 1,310 funds tracked by Wall St. Rank held Sysco as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.