RIA
SYY icon

Realta Investment Advisors’s Sysco SYY Stock Holding History

Realta Investment 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
Q1 		– Sell
-777
Closed -$62K – 1257
2019
Q4 		$62K Sell
777
-520
-40% -$42.1K 0.02% 621
2019
Q3 		$103K Buy
1,297
+222
+21% +$16.3K 0.03% 494
2019
Q2 		$77K Buy
1,075
+406
+61% +$28.9K 0.02% 567
2019
Q1 		$45K Buy
+669
New +$43.5K 0.02% 569

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Realta Investment Advisors's SYY Position: Q1 2020 in Review

Realta Investment Advisors sold out of Sysco (SYY) in Q1 2020, closing a stake of 777 shares — an estimated $62K sold.

Realta Investment Advisors first reported a position in SYY in Q1 2019 and held it in 4 quarters. The position peaked at $103K in Q3 2019. 1,153 funds tracked by Wall St. Rank hold SYY as of Q1 2020.

  • Realta Investment Advisors reported no remaining Sysco position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 777 Sysco shares in Q1 2020, an estimated $62K.
  • Realta Investment Advisors first reported a position in Sysco in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Sysco position peaked at $103K in Q3 2019.
  • 1,153 funds tracked by Wall St. Rank held Sysco as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.