Rikoon Group’s Sysco SYY Stock Holding History

Rikoon Group’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 Q1	$404K	Hold	5,100	–	–	0.11%	159
2020 Q4	$379K	Hold	5,100	–	–	0.11%	155
2020 Q3	$317K	Sell	5,100 -85	-2%	-$4.95K	0.1%	162
2020 Q2	$283K	Sell	5,185 -47	-0.9%	-$2.47K	0.09%	172
2020 Q1	$239K	Sell	5,232 -100	-2%	-$6.92K	0.1%	161
2019 Q4	$456K	Hold	5,332	–	–	0.16%	131
2019 Q3	$423K	Hold	5,332	–	–	0.16%	132
2019 Q2	$377K	Buy	5,332 +1	+0%	+$71	0.14%	140
2019 Q1	$356K	Sell	5,331 -200	-4%	-$13K	0.13%	144
2018 Q4	$347K	Buy	5,531 +46	+0.8%	+$3.1K	0.14%	139
2018 Q3	$401K	Hold	5,485	–	–	0.14%	140
2018 Q2	$375K	Buy	5,485 +300	+6%	+$19.2K	0.14%	145
2018 Q1	$302K	Buy	5,185 +185	+4%	+$11.2K	0.12%	156
2017 Q4	$304K	Hold	5,000	–	–	0.13%	142
2017 Q3	$270K	Hold	5,000	–	–	0.12%	143
2017 Q2	$251K	Hold	5,000	–	–	0.11%	147
2017 Q1	$264K	Hold	5,000	–	–	0.12%	148
2016 Q4	$263K	Buy	+5,000	New	+$260K	0.12%	148

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rikoon Group's SYY Position: Q1 2021 in Review

Rikoon Group held its Sysco (SYY) position steady in Q1 2021 at 5,100 shares worth $404K. The position accounts for 0.11% of the portfolio, ranked #159.

Rikoon Group first reported a position in SYY in Q4 2016 and has held it in 18 quarters since. The position peaked at $456K in Q4 2019. 1,344 funds tracked by Wall St. Rank hold SYY as of Q1 2021.

Rikoon Group held 5,100 shares of Sysco worth $404K as of Q1 2021.
Rikoon Group left its Sysco share count unchanged in Q1 2021.
Sysco made up 0.11% of Rikoon Group's portfolio in Q1 2021, its #159 holding.
Rikoon Group first reported a position in Sysco in Q4 2016 and has held it in 18 quarters since.
Rikoon Group's Sysco position peaked at $456K in Q4 2019.
1,344 funds tracked by Wall St. Rank held Sysco as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.